IRAs: The Basics
You have 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 webinar is to start with the basics of "What is an IRA?", "Who can have an IRA?", and "How much can they contribute?". All areas will be thoroughly discussed with emphasis on the responsibility of the financial institution vs. the responsibility shifting to the accountholder.
- Review of top terminology of IRAs
- Qualifications, Contribution Limits, and Deadlines for:
- Traditional IRA and Roth IRAs
- Conversion Roth (IRS codes and reporting)
- SEP IRAs
- Basic Forms Required To Open, Close, Move, and Maintain IRAs (please have your own forms - including application, contribution, and distribution forms - available during the webinar)
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. 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.About the Presenter:
Patrice M. Konarik is president of Sunwest Training Corp. founded over 20 years ago near San Antonio, Texas. With over 30 years experience in the financial industry, Patrice brings expertise in the areas of retirement and new accounts, and provides live training and webinars on these topics nationwide. Many state banking associations and other organizations use her as their main source for training on these complicated subjects.
Patrice earned a BS in Management Science from New York's Binghamton University. Her upbeat personality and banking experience facilitate interaction and questions during training sessions.
|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.
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.
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.
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.
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|IRAs: The Basics||CD/On-Demand||$325.00||
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