Tennessee Bankers

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.


Program Speaker:

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.


Program Fees

TBA Members / Associate MembersNonmembers
Early Registration $255$510
Early registration deadline is November 14, 2017
Registration $305$560
Day-of-Program $355$610

Register for IRA Advanced Update and Review

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