- Events
- Retail Banking / Consumer Lending
Calendar of Events
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Basic and Advanced IRA–Fall Session
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 […]
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Basic and Advanced IRA–Fall Session
Basic and Advanced IRA–Fall Session
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 […]
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Branch Leadership Series
Branch Leadership Series
The Branch Leadership Series focuses on the critical success elements of managing and leading a performance focused sales and service team. Comprised of four sessions scheduled throughout the year, each workshop is packaged full of checklists, job aids, case studies, examples, and “real world” situations. The series provides a branch manager and the branch management […]
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