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Sunwest Training Corp. is excited to announce a recent merger with Convergent RPS, LLC forming a strategic partnership to provide the highest quality IRA retirement training in the industry.  One of Convergent's extremely experienced facilitators will be providing the live and virtual classes for the state banking associations.


While Patrice is stepping down from her "road warrior" status, she will still be providing informational Webinars through OnCourse Learning and www.BankWebinars.com.

 

 

One of the most common reasons IRA customers receive letters and bills from the IRS is due to incorrect reporting by the bank to the IRS.  Join us on Friday, February 10, 2023 for a 2-hour informational Webinar to review the contribution and distribution reporting rquirements and how to correct the most common mistakes made after the reporting has been filed with the IRS.

 

Copy and paste the link below to register.

https://www.bankwebinars.com/ira-annual-reporting-requirements-to-the-irs-70bwus236029g

 

 

 

If you missed the January 18, 2023 IRA Update Annual Update through www.bankwebinars.com , you can still access the information On-Demand.
Includes the 2023 Cost of Living Adjustments, the new W-4R Federal Withholding form and the newly enacted SECURE Act 2.0 Provisions.  Copy and Paste this Link to Purchase:   https://www.bankwebinars.com/ira-update-annual-review-for-banks-70bwus236008g

 

 

2023 BANK WEBINARS - FACILITATED BY PATRICE KONARIK

 

WEBINAR - OnCourse Learning

 
January 18 -     iRA Annual Update

January 26 -     Health Savings Accounts 

February 10 -   IRS IRA Reporting 

March 9 -          IRA Beneficiariy Payouts

August 15 - 16 - IRA Live Stream Basic and Advanced -2 Full Days


September 14 -  Part 1 of 4    IRA Basics

October 5 -         Part 2 of 4    IRA Rollovers and Transfers

October 19 -       Part 3 of 4    IRA Distributions

October 25 -       Part 4 of 4    IRA Audit

 

 For Registration Information Click On the OnCourse Bank Webinars Link Below

You may also try to register through your state banking association website  

 

 

 2023 CREDIT UNION WEBINARS - FACILITATED BY PATRICE KONARIK

 

January 18 - CU Webinar - IRA Annual Update

 

For Registration Information Click on the OnCourse Credit Union Link Below 

 

 

 

 

 Please refer to your State Banking Association Website for the latest on the Spring and Fall IRA Training Schedule regarding virtual vs. live training.

 

 

2023 IRA TRAINING SCHEDULE - Live (unless Virtual is indicated) Facilitated by a Convergent RPS Expert.

 

 

(Dates and Locations are subject to change.  Please check with your association.)
 

TEXAS BANKERS ASSOCIATION     

January 30 - IRA Basic  - San Antonio
January 31 - IRA Advanced - San Antonio

For Registration Information Click On the Texas Bankers Association Link Below 

 

FLORIDA BANKERS ASSOCIATION 

February 2-3 IRA Basic and Advanced

For Registration Information Click On the Florida Bankers Association Link Below

 

GEORGIA BANKERS ASSOCIATION 

February 7 - IRA Basic 
February 8 - IRA Advanced 

For Registration Information Click On the Georgia Bankers Association Link Below

 

ARKANSAS BANKERS ASSOCIATION 

February 9 - IRA Advanced     

For Registration Information Click On the Arkansas Bankers Association Link Below

  

INDIANA BANKERS ASSOCIATION  

February 15 - IRA Basic 
February 16 - IRA Advanced 

For Registration Information Click On the Indiana Bankers Association Link Below

 

KANSAS BANKERS ASSOCIATION - VIRTUAL

February 22 - IRA Basic
February 23 - IRA Advanced   

For Registration Information Click On The Kansas Bankers Association Link Below


WEST VIRGINIA BANKERS ASSOCIATION
 

March 1 - IRA Basic
March 2 - IRA Advanced

For Registration Information Click On the West Virginia Bankers Association Link Below

   

ALABAMA BANKERS ASSOCIATION  

March 7 - IRA Basic - Birmingham
March 8 - IRA Advanced - Birmingham

For Registration Information Click On the Alabama Bankers Association Link Below 

 

MONTANA BANKERS ASSOCIATION  

March 14 - IRA Basic Day 1 - Billings
March 15 - IRA Advanced Day 2 - Billings

For Registration Information Click On the Montana Bankers Association Link Below 

 

TENNESSEE BANKERS ASSOCIATION 
 
March 21 - IRA Basic - Nashville
March 22 - IRA Advanced - Nashville

March 30 - IRA Advanced - VIRTUAL 

For Registrtion Information Click On The Tennessee Bankers Association Link Below

UTAH BANKERS ASSOCIATION

 March 28 - IRA Update and Review - Salt Lake City
March 29 - IRA Update and Review -  Cedar City

For Registration Information Click on the Utah Bankers Association Link Below

 

MISSISSIPPI BANKERS ASSOCIATION - VIRTUAL

August 22 - IRA Basic    9>00am - 12:00pm
August 23 - IRA Inermediate 9:00am - 12:00pm
August 24 - IRA Advanced  9:00am - 12:00pm

For Registration Information Click On The Mississippi Bankers Association Link Below 
 

MONTANA BANKERS ASSOCIATION  

September 6 - IRA Basic Day 1 - Missoula
September 7 - IRA Advanced Day 2 - Missoula

For Registration Information Click On The Montana Bankers Association Link Below 

 

WYOMING BANKERS ASSOCIATION  

September 12- IRA Basic 
September 13 - IRA Advanced  
For Registration Information Click On the Wyoming Bankers Association Link Below

 

ARKANSAS BANKERS ASSOCIATION

September 27 - Arkansas Trust Conf 
September 28 - IRA Basic Day 1
September 29 - IRA Advanced Day 2

For Registration Information Click On The Arkansas Bankers Association Link Below
 
 
 
TENNESSEE BANKERS ASSOCIATION
   
October 3 - IRA Basic Day 1 -Nashville  
October 4 - IRA Advanced Day 2 - Nashville

October 11 - IRA Advanced - VIRTUAL

For Registration Information Click On the Tennessee Bankers Association Link Below
 
 

INDIANA BANKERS ASSOCIATION  

October 17 - IRA Basic Day 1
October 18 - IRA Advanced Day 2

For Registration Information Click On the Indiana Bankers Association Link Below

 

 OKLAHOMA BANKERS ASSOCIATION  - REVISED LOCATIONS

November 6 - IRA Basic - OKC
November 7 - IRA Advanced - OKC
November 8 - IRA Basic - Tulsa
November 9 - IRA Advanced - Tulsa

For Registration Information Click On the Oklahoma Bankers Association Link Below

 

KANSAS BANKERS ASSOCIATION  - Locations to be Determined

November 13 - IRA  
November 14 - IRA  
November 15 - IRA        
November 16 - IRA  
November 18 - IRA  

For Registration Informatio Click On The Kansas Bankers Association Link Below

 

FORVIS (Formerly ProBank Austin)

November 29 - IRA Basic - Lexington, KY
Novermber 30 - IRA Advanced - Lexington, KY

For Registration Information Click on the FORVIS Link Below 

 

Alabama Bankers Association

Arkansas Bankers Association

OnCourse Bank Webinars (formerly TTS)

OnCourse Credit Union Webinars (formerly TTS)

Georgia Bankers Association

Florida Bankers Association

Indiana Bankers Association

Kansas Bankers Association

Mississippi Bankers Association

Montana Bankers Association

Oklahoma Bankers Association

FORVIS (formerly ProBank Austin)

Tennessee Bankers Association

Texas Bankers Association

Utah Bankers Association

West Virginia Bankers Association

Wyoming Bankers Association