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Course/Product Description
Title:

IRAs: The Basics - Plan Types and Forms

SKU:WT- 1000877
Format: Webcast/Audio Conference/Interview/Podcast
Description:

IRAs: The Basics - Plan Types and Forms

You finally received the promotion you've been dreaming about - IRA Coordinator! Now what do you do? Were you able to get even a little bit of training before the last Guru left the bank - or are you "on your own"? Because of their extreme complexity, IRAs are a very difficult product to learn "on the job." In short order, personnel begin to dislike this account because of the feeling of uncertainty that occurs when an accountholder asks unfamiliar questions. The goal of this basic webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute? All areas will be discussed thoroughly, with emphasis on the responsibility of the financial institution vs. the responsibility shifting to the accountholder.

Covered Topics:

  • Review of top terminology of IRAs
  • Basic Forms Required To Open, Close, Move and Maintain IRAs (have your own forms - including application, contribution and distribution forms - available during the webinar)
  • Qualifications, Contribution Limits and Deadlines for:
    • Traditional IRA and Roth IRAs
    • Conversion Roth (IRS codes and reporting)
  • SEP IRAs
Who Should Attend?

New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are NEWLY involved in the opening, selling, marketing, or administration of IRAs. Also, any officer/manager who oversees the IRA department and may be responsible for answering IRA accountholders' questions or concerns, but does not actually open IRA accounts. Plus, experienced IRA personnel who want a review of the basics and forms.

The Presenter

Patrice M. Konarik, CFP is president and founder of Sunwest Training Corp. located near San Antonio, TX. She has over 25 years experience in the banking industry specializing in Deposit Accounts and IRAs, and is currently providing training in these areas for many organizations on a nationwide basis. Patrice earned her BS in Management from Binghamton University in New York and has been a Certified Financial Planner for over 20 years.

About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Price: $265.00
More Info: Contact Us For More Information
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Currently Scheduled Dates For This Webcast
Course TitleDatePrice
IRAs: The Basics - Plan Types and FormsCD/On-Demand$345.00

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