IRAs -- The Basics

Presented by:
Patrice M. Konarik

Congratulations! You have received that great promotion to IRA coordinator. One problem - you barely know what those three letters "IRA" mean. Oops - another problem - the previous IRA Guru at your bank walked off the job, moved to Tahiti and left no forwarding address.

You are on the ground level and those steps to the next level of knowledge seem awfully steep. The following information discussed in this Webinar will give you that comfort boost to the next level:

Basic IRA Terminology

Forms required to open an IRA for a new customer vs. make a contribution for an existing customer (It is recommended you have a copy of your bank's Simplifier or Organizer and contribution form during the session).

Traditional IRA vs. Roth IRA - qualifications, contribution limits, deductibility and earnings taxability.

Conversion Roth and its promising new future

Rollovers vs. Transfers

The session is intended for the new IRA representative as well as all experienced IRA-involved employees who would like a refresher on the most recent IRA plan rules and regulations.





VIEW A 10 MINUTE SAMPLE
(requires Windows Media Player and IE).

About the speaker:
Patrice M. Konarik, CFP™ is founder and president of Sunwest Training Corp. located near Galveston, Texas. With over 20 years experience in the financial industry, Patrice has focused her expertise on the retirement and deposit account areas and is currently providing training for state banking associations, credit unions and other organizations in over 20 states. She has a BS in Management from New York's Binghamton University and earned her Certified Financial Planner™ designation in 1990. Patrice brings the information to life with her in-depth knowledge, her keen sense of humor and an unlimited supply of "true life" examples.

CD-ROM includes:

• Complete presentation (including slides and audio)
• Written Materials
• Follow-up Q & A

You have the right under this license agreement for this CD-ROM to use this presentation on a single-workstation. Use on a network is in violation of the copyright agreements. CD may be used by multiple users at a given institution but may not be placed on a network or in any other multi-user environment.