IRA Rules and Regulation 2019 | ProBank Austin | 11 September 2019 | DoubleTree Suites by Hilton Hotel Lexington, 2601 Richmond Rd, Lexington, KY 40509, USA

Have you ever noticed sometimes when the IRA Guru leaves the financial institution it is without notice or training for a replacement??!! On the first day of training, you feel like someone placed you on a crazy merry-go-round you can’t jump off of. In other words, you have NO IDEA where to go or what they are talking about. Everything just sounds foreign to you. It’s true. IRAs are a different world from the other accounts at your bank. Oh, they may look similar, but the rules, regulations and IRS reporting build the complications to the point where you feel like you are on falling off of a cliff!! And, just when you finally find your footing, they change the rules again!

While it may take years to build a confidence level where you can answer almost any question thrown your way, the goal of these two days is to raise your comfort level if you are a rookie and to reinforce your knowledge if you have a higher level of experience. You will also receive your favorite “tool” Ð the 275-page 2019-2020 Sunwest Training Corp’s IRA Training and Reference Manual - which is not only full of easy-to-follow IRA information, but also lots of “Cheat Sheets” and “Quick Reference Tools” to get you through your day-to-day tasks of dealing with your IRA customers.

2019 Speaker

PRESENTER:

Patrice Konarik

2019 Partners

• UTAH Bankers Association
• NC Bankers
• Montana Bankers Association
• Indiana Credit Union League
• IOWA Bankers Association
• CBA
• WVBA
• IBAT
• PA Bankers Association
• CBAO
• TSL
• NYBA
• MBA
• Louisiana Bankers Association
• Independent Bankers of Colorado
• Oregon Bankers Association
• KBA
• WBA
• Virgina Bankers Association
• Tennesse Bankers Association
• MBA
• NHBA
• Idaho Bankers Association
• BCAC
• Indiana Bankers Association
• OBL