Webinar

IRA Update 2015 – What’s on the Horizon?
One couple's misinterpretation of the IRA rules creates a revolution of changes regarding IRA Rollovers. Important issues you MUST know regarding these changes.


Covered Topics

  • Cost of Living Adjustments for 2015
  • Status on reinstatement of Qualified Charitable Distributions
  • IRA Amendment Requirements
  • How the Supreme Court decision regarding DOMA affects same-sex spouses
  • Sorting through the Rollover/Transfer Terminology and Reporting
  • Review of IRS Reporting Requirements

Audience

All New Account / Customer Service Personnel involved with answering customer’s IRA questions. Back office operations as well as any supervisors involved in customer contact or IRA reporting would benefit from this information-filled two hour webinar. This webinar is at an intermediate level.

Speaker

Patrice M. Konarik is president of Sunwest Training Corp. founded over 20 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 30 years experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas and is currently providing live training and webinars on these subjects on a nationwide basis. She has a BS In Management Science from New York’s Binghamton University. Many state banking associations and other organizations use her as their main source for training on these complicated topics. Patrice’s upbeat personality and former banking experience easily encourages interaction and questions during the training sessions. 

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE Credits

Pricing

Live Webinar which includes 7 Day On-Demand  - $265
Six Month On-Demand – $295
Live plus Six Month On-Demand – $365
CD-ROM (Includes Six Month On-Demand) – $325
Premier (Includes all options) – $395
Additional Locations – $75

                               

Registration

Online: Click here.

Phone: Call Total Training Solutions at (800) 831-0678

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.

Commands