Skip to content
BOL Conferences
Learn More - Click Here!

Thread Options
#683791 - 02/09/07 01:50 PM IRA Reference Guide
SunnyFL, CRCM Offline
100 Club
Joined: Sep 2004
Posts: 205
FL
We need a good, detailed IRA Reference Manual and/or IRA School (Central Florida) from the bankers side. Can anyone point me in the right direction? I think I have exhausted the obvious. Thanks for your help.

Return to Top
Operations Compliance
#684515 - 02/09/07 08:44 PM Re: IRA Reference Guide SunnyFL, CRCM
NLC Offline
Gold Star
Joined: Jun 2005
Posts: 287
Center of US
We use Sunwest Training Corp's book written by Patrice M Konarik. She does seminars on IRA's as well. We have been very pleased with her training and materials.

Return to Top
#703712 - 03/20/07 06:10 PM Re: IRA Reference Guide NLC
VirginiaBanker Offline
100 Club
Joined: Nov 2005
Posts: 112
Pension Management Company in Malvern, PA has wonderful manuals and also does regional seminars throughout the year.

Return to Top
#706850 - 03/26/07 09:08 PM Re: IRA Reference Guide VirginiaBanker
noctrl02 Offline
100 Club
Joined: Jun 2006
Posts: 147
Chicago, IL
We have the Bisys Retirement materials and they have proven very useful in both operations and training.

Return to Top
#706860 - 03/26/07 09:24 PM Re: IRA Reference Guide noctrl02
#Just Jay Offline
10K Club
#Just Jay
Joined: Oct 2006
Posts: 14,390
Cheeseheadland
We too use Pension Management, and have been very pleased.
_________________________
I don't repeat gossip, so listen closely...

Return to Top

Moderator:  Andy_Z, John Burnett