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.
2025
BANK WEBINARS - FACILITATED BY PATRICE KONARIK
WEBINAR - OnCourse Learning / www.bankwebinars.com
You
can register through your State Banking Association or Copy and Paste the Link Below Each Date in your Browser:
January 22 -
IRA Annual Update - Keeping Up With the Latest Changes
https://www.bankwebinars.com/ira-annual-update-2025-70bwus256057g?partner=sunwest-training-corp
February 5 - IRA Reporting to the IRS
https://www.bankwebinars.com/ira-reporting-to-the-irs-getting-it-right-70bwus256058g?partner=sunwest-training-corp
February 12 - Health Savings
Accounts - Annual Review of the Do's and Don'ts
https://www.bankwebinars.com/health-savings-accounts-financial-institution-vs-customer-responsibility-70bwus256059g?partner=sunwest-training-corp
March 13 -
IRA Beneficiariy Payouts
https://www.bankwebinars.com/ira-beneficiary-payout-options-the-new-rules-and-when-they-take-effect-70bwus256060g?partner=sunwest-training-corp
August 12-13 - IRA Live Stream Basic and Advanced -2 Full Days
September 17 - Part 1 of 4 IRA Basics
September
30 - Part 2 of 4 IRA Rollovers and Transfers
October 15 - Part 3 of 4 IRA Distributions
October 22 - Part 4 of 4
IRA Audit
Please refer to your State Banking Association Website for the latest on the
2025 Spring and Fall IRA Training Schedule regarding virtual vs. live training.