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Basic and Advanced IRA–Fall Session

LocationTBA Barrett Training Center, Nashville
DatesOctober 5 & 6, 2022
Early Registration DeadlineSeptember 21, 2022
Pricing
Member
Non-Member
In-Person
$270
$540

Patrice M. Konarik, president of Sunwest Training Corporation, will cover the basic and advanced aspects as an IRA custodian. The Day 1 basic seminar will include beginning knowledge of IRA terminology, proper IRA set-up and plan opening, qualifications and contribution limits for all IRA plan types, rollovers and transfers, and basic distribution information. The Day 2 intermediate-level seminar will explain the most up-to-date changes, including health savings accounts and nonspouse beneficiary rollovers from qualified plans. You will also learn what to include in your IRA customer files. Konarik will go over extensively complicated distribution issues, such as the “9 RED FLAGS” of death payments to a beneficiary, to make sure your IRS reporting is on the right track. This program is a repeat of the spring Jackson and Nashville seminars.

Note for all IRA training: Each single day of IRA training can be attended independently of the other, but for the most comprehensive learning experience, attending both sessions back to back is recommended. Each attendee will receive the 250-page IRA Training and Reference manual–also known as the “RED BOOK!”

 

Continuing Education Credit
Attendees qualify for 6.5 hours of Continuing Professional Education (CPE) credit for all four sessions in the area of Specialized Knowledge.

 

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