About Our Speakers.........
Patrice M. Konarik is president of Sunwest Training Corp.
founded over 25 years ago and is located in the Texas Hill Country near San Antonio. With over 30 years experience in the
financial industry, Patrice is focusing her expertise on the retirement area and is currently providing IRA live and webinar
training for many organizations on a nationwide basis. 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.
Suzie Jones, CFP® is founder
and president of Training Resources Consulting, LLC located in Houston, Texas. 2018 was an exciting year when I brought
in a very qualified associate who will be took over the New Account Documentation training curriculum. Suzie has over
35 years banking experience and is very well-known in the financial industry. She has recently retired from a large
holding company and is jumping back on the road to share her wealth of knowledge. You can click on the "New Account
Training" tab to see when she will be providing live Opening New Account training classes in your area.
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.