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Patrice Konarik

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.

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On-Demand Training Featuring This Presenter

Recorded on March 29, 2018

IRA Advanced: Breaking Down the Complicated Issues

IRA Advanced: Breaking Down the Complicated Issues

Is this a Rollover? Is this a Transfer? Can I quit my job now???!!! Many banks underestimate the importance of know the difference between an IRA Rollover and an IRA Transfer. Does it make a difference?

Recorded on March 08, 2018

IRA Basics – Understanding the Essentials

Recorded on January 19, 2017

IRA Advanced

IRA Advanced

Training for those who handle IRA accounts is critically important.

Recorded on January 12, 2017

IRA Basics

IRA Basics

Learning the ins and outs of IRAs can sometimes be a marathon rather than a sprint. There are several IRA products involved, investment types and loads of rules and regulations attached to all of it.

Recorded on January 21, 2016

IRA Advanced: Rollovers, Transfers, Beneficiary Payouts - Nothin' To It!!


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