IRA Training

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.

New Webinar on Beneficiary Designations and Payout Options through OnCourse Learning and www.BankWebinars.com on Thursday, March 9, 2023 at 10:00am central.

First we will clarify which beneficiary gets the money and when. Then, we will dive into the latest IRS 'flip-flop' rules on the beneficiary payout options from the pre-SECURE Act to the SECURE Act 1.0 effective 2020, to the Proposed Regulations released in February 2022 and then to the postponement of the Proposed Regulations due to IRS Notice 2022-53 released in October 2022. And, what does the SECURE Act 2.0 have to do with any of it??

Copy and Paste the link below to register:

https://www.bankwebinars.com/2023-ira-beneficiary-designations-and-payouts-70bwus236052g

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. If you missed our Webinar on Friday, February 10, 2023 you can still purchase it "On-Demand" by accessing the Link below.

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