Program Content:
So you have finally received that "promotion" you never wished for – IRA Guru! On the first day of training, you feel like someone put you in a rocket ship and launched you into outer space. In other words, you have NO IDEA what they are talking about. Everything just sounds alien to you. It's true. IRAs are a different world from the other accounts at your bank. Oh, they may look similar, but the rules, regulations and IRS reporting build the complications to the point where you feel like you are on another planet! And, just when you finally grasp it, they change the rules again!

The goal of this all day workshop is to start at the beginning 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.

If you have been looking for a seminar that will answer all your simple and more complex questions, this one fits the bill. This comprehensive A-Z seminar will provide the new IRA banker and supervisor with a complete understanding of all areas of the IRA account, as well as the newly enacted regulations. Each participant will receive a completely updated 275-page IRA Training and Reference Manual.

Year 2018 Highlights:

IRA Terminology in simple format – Top 20 terms of IRA Review
Explanation of IRA Forms including Beneficiary Designations
Qualifications, deadlines and contribution limits – including new 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.

Presenter:
Patrice M. Konarik is president and founder of Sunwest Training Corp. located in the Texas Hill Country near San Antonio. With over 30 years' experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas. In almost 16 states, Patrice is considered the top resource for live IRA training seminars and Webinars for thousands of bank and credit union employees each year. She has a BS in Management from New York's Binghamton University. Patrice has a "down-to-earth", humorous training style and encourages interaction during the training sessions.

Registration Price:
Register by Jan. 30, 2018, for the early-bird registration price of $225 per person. On or after Jan. 31, the registration price is $250 per person.

Hotel Information:
GBA has a contracted discount room rate of $129 per night with the Homewood Suites in Macon. Call 478.477.9776 to make reservations and be sure to mention you are with the GBA to receive this special rate.

Cancelation Policy:
Due to facility guarantees, written cancellations must be received at least three business days prior to the seminar date to receive a refund. Substitutions are always welcome. For assistance, please contact Katina Prokos by email or at 404.420.2021.

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