IRA Advanced Update and Review
November 28: Knoxville
November 29: Nashville
November 30: Jackson
Early Registration Deadline: November 14, 2017
NOTE: New Location for Jackson
Jackson State Community College
2046 North Pky, Jackson, TN 38301
-Nelms Classroom Building, Lower Level
-Click here for a campus map
Patrice M. Konarik, president of Sunwest Training Corporation, will cover changing regulations, rules, and detailed explanations of the more technical areas of IRAs. This intermediate-level seminar will explain the most up-to-date changes, including Health Savings Accounts and non-spouse beneficiary rollovers from Qualified Plans. You also will learn to include in your IRA customer files. She will go over extensively complicated distribution issues, such as the “9 RED FLAGS” of death payments to a beneficiary, to make sure your IRS reporting is on the right track.
Patrice M. Konarik, SunWest Training Corp
Who Should Attend:
IRA personnel in new accounts, CDs, trust, investments, and savings departments who are involved with the opening, selling, and administration of IRA accounts will benefit greatly from the thorough discussions of the more complicated aspects of the IRA and from the Annual IRA Update and Review.
Continuing Education Credit:
6.5 hours CPE credit
This program has not been pre-approved for ICB CE credits. Attendants who require ICB credits should go to http://www.aba.com/Training/ICB/Pages/default.aspx for further instructions.
|TBA Members / Associate Members||Nonmembers|
|Early registration deadline is November 14, 2017|