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2015 WBA IRA Workshops
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The Perpetual Race to IRA Expertise

10/14/2015 to 10/15/2015
When: 10/14/2015
Where: Hilton Garden Inn
Casper, Wyoming 
United States
Presenter: Patrice M. Konarik


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Seminar Description

When understanding IRAs, do you ever feel like you are on a treadmill to nowhere? You put in the time and the miles but you never cross the finish line towards actual comprehension. If the answer to these questions is a resounding “Yes”, this IRA School is for you.

  1. At the first turn you will be learning the basic terms and forms used to create IRA plans.
  2. The second turn has you picking up knowledge of the IRA plan types.
  3. Racing towards the third turn will teach you how to move IRAs from Qualified Plans and IRAs to IRA. IRA Rollover rules have big changes effective 2015!
  4. Finally, as you make the fourth turn towards the finish line, you will master the complicated areas of IRA Distributions and IRS reporting.

The agenda for each day is as follows:

 

Day 1: IRA Basic Issues

  • IRA Terminology
  • Explanation of IRA Forms (not forms specific – please bring your own forms including Application, Contribution form, Distribution, Rollover Review or Certification and any other commonly used forms)
  • Beneficiary Designations including Primary and Contingent, Trusts and Estates
  • Qualifications, Contribution Limits and other regulations for a:
    • Traditional IRA
    • Roth and Conversion Roth
    • SEP IRA’s
    • Coverdell Education Savings Accounts
    • Brief Overview of Rollovers and Transfers

Day 2: IRA Intermediate Issues

  • Health Savings Accounts
  • Qualified Plan Rollovers to a Traditional or Roth IRA
    • Direct vs. Indirect
  • IRA Rollovers and Transfers –New once-per-12-month rule clarifications
  • Distributions
    • Before age 59 ½
    • After age 70 ½
    • 7 Biggest Mistakes of IRA Beneficiary Requirements
  • Overview and Explanation of IRS Reporting Requirements.
  • Plus any updated changes to IRAs proposed and enacted for 2015.

Each day can be attended independently, but for a more comprehensive learning experience, both days are recommended.

 

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. Experienced IRA Personnel who like a slower pace workshop to cover all the new changes in a comprehensive manner.

 

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.

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