Have you ever noticed when the IRA Guru leaves the financial institution it is usually without notice or training for a replacement? Congratulations! You've been "promoted" to IRA Guru. On the first day of training, you feel like someone dropped you on the top of a mountain and told you to find your own way down. In other words, you have no idea where to go or what they are talking about. Everything just sounds foreign to you. It's true, IRAs are a different world from the other accounts at your bank. They may look similar, but the rules, regulations and IRS reporting complicate things to the point where you feel like you are on falling off of a cliff! And, just when you finally find your footing, they change the rules again.

While it may take years to build confidence where you can answer almost any question sent your way, the goal of this all-day workshop is to start at the beginning:

What is an IRA?
Who can have an IRA?
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 account holder. You will greatly increase your comfort level when servicing IRA customers.

Each participant will receive a completely updated 275-page IRA Training and Reference Manual.

2019 Highlights:

IRA Terminology in a simple format – Top 20 terms of IRA Review
Explanation of IRA Forms including Beneficiary Designations
Qualifications, deadlines and contribution limits – including new 2019 Cost of Living Adjustments for a:

Traditional IRA
Regular Roth IRA and Conversion Roth

Qualified Plan Rollovers to Traditional and Roth IRAs

Direct vs. Indirect

Moving IRA Funds

Rollovers vs. Transfers – Understanding the difference between Rollovers and Transfers

Distributions

Basic Distribution Information

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, including experienced IRA Personnel who like a slower pace workshop.

You are encouraged to bring a sample of the IRA Application, contribution, and distribution forms, and the Rollover Review or Certification Form your financial institution is currently using for your review during the session.

Seminar Instructor

Patrice M. Konarik is president of Sunwest Training Corp. founded 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 35 years in the financial industry, Patrice has focused her expertise on the retirement account area and is currently providing live training and Webinars on IRAs and HSAs 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 this complicated topic. Patrice is very approachable and encourages attendees to ask questions during the seminars.

Registration Price:
Register by Feb. 4, 2019, for the early-bird registration price of $250 per person. On or after Feb. 5, the registration price is $275 per person.

Hotel Information: The GBA has a discounted room rate of $122-$130 per night with the Hampton Inn & Suites Macon I-475. Attendees will need to call and speak directly with the hotel to book.

Hampton Inn & Suites Macon I-475
5010 Eisenhower Pkwy, Macon, GA 31206
(478) 803-4900

Cancellation Policy:
Due to facility guarantees, written cancellations must be received three business days prior to the seminar date to receive a refund. Substitutions are always welcome. For assistance, please contact Jenna Lynn Warner by email or at 404.420.2035.

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