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Sunwest Training Corp. 
P.O. Box 464
Kendalia, Texas  78027
Phone:  (830) 336-3422

email: patrice@sunwesttraining.com

 

 

 
About Our Company.......

Sunwest Training Corp. was founded 30 years ago to provide quality training for employees of financial institutions across the country. Specializing in the deposit account area, thousands of employees nationwide have their confidence built by attending the workshops with "real-life" examples from a former banker, as well as user-friendly reference material to use throughout the year.


Live Workshops Provided by a Strategic Partnership with Convergent RPS:
 
  • IRA Basics

  • IRA Intermediate

  • IRA Advanced

  • IRA Update and Review
  • IRA 2-day Comprehensive School

Webinars Provided by Patrice Konarik through OnCourse Learning and BankWebinars.com

  • IRA Basic and Advanced Live Stream Event (2 full days and includes the "Red Book")
  • IRA 4-Part Fall Series (2 hours each)

  • IRA Annual Update and Review (2 hours)

  • IRA Reporting to the IRS (2 hours)

  • IRA Beneficiary Payout Options (2 hours)

  • Health Savings Accounts (2 hours)
 

IRA and Health Savings Account informational web  portals and consulting subscription
 (see link below for IRAStuff.com/sunwest and HSAStuff.com/sunwest demo and more info....) 
 
 

IRAStuff.com/sunwest Demo and Subscription Information

HSAStuff.com/sunwest Demo and Subscription Information

 


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About Our Speaker.........

Patrice M. Konarik is president of Sunwest Training Corp. founded 30 years ago and is located in the Texas Hill Country near San Antonio. With over 40 years experience in the financial industry, Patrice has been focusing her expertise on the retirement area and is currently providing IRA and HSA Webinar training through OnCourse Learning / BankWebinars.com She has a BS in Management Science from New York's Binghamton University. Patrice's humorous training style makes learning fun as she encourages interaction during her training sessions.  You can click on the "IRA Training" tab to see when she will be providing Webinars and live IRA training in your area though her partnership with Convergent RPS.

 

Great News!  In January 2023, Sunwest Training merged with a long-time colleague, Convergent RPS to form a strategic partnership providing the highest quality retirement account training to financial institutions nationwide.  Patrice gave up her "road warrior" status and passed the baton to one of the highly qualified Convergent RPS faciliators:  Loni Porta, Ben Norquist and Jonathon Yahn to provide the live training through the State Banking Associations.  While Patrice will miss the 'face-to-face' interaction with all of her long-time friends, she will still stay in the business of retirement accounts on a Webinar training basis. 

 

 

Dates and locations are subject to change. For registration information and to verify dates and locations of seminars scheduled, please contact the website listed beneath each state's location on the Training Schedule tab.