IRAs: The Basics
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


New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Account Holder 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.


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.

Credit Information

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


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               


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.