Bank IRAs Training

Total Training Solutions' bank IRA webinar training covers topics ranging from IRA terms and plan types to distributions and rollovers to distributions and beneficiaries and many more. All of our bank training webinars are led by experts from the financial industry.

SECURE Act and CARES Act Update

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, April 2nd, 2020.

Every week brings more news and clarifications of the "last-minute" SECURE Act that was signed into law on December 20, 2019 and made effective 12 days later on January 1, 2020.

Related Topics: IRAs, COVID-19

Promo URL: https://www.BankWebinars.com/Webinar/Details/3615/?idAff=19

New Rules Regarding IRA Beneficiary Payouts

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, March 12th, 2020.

The SECURE Act effective January 1, 2020 had the most substantial changes to beneficiary payouts since 2002. And they are not necessarily in favor of the beneficiary.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3550/?idAff=19

IRA Update - Catching Up with the Secure Act Changes

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, February 21st, 2020.

During this critical IRA Update Webinar, we will detail the slightly good and very not-so-good changes that will apply to IRAs effective January 1, 2020 – including faster payouts for IRA nonspouse beneficiaries, changes in RMD age and ability to contribute to Traditional IRAs after age 70.5.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3555/?idAff=19

IRA Update - Catching Up with the Latest Changes

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, January 22nd, 2020.

During this critical IRA Update Webinar, we will detail the slightly good and very not-so-good changes that will apply to IRAs effective January 1, 2020 – including faster payouts for IRA nonspouse beneficiaries, changes in RMD age and ability to contribute to Traditional IRAs after age 70.5.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3451/?idAff=19

IRA Advanced Issues Seminar OnDemand with Live Streaming

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, November 14th, 2019.

Attend this comprehensive IRA Seminar via Live Streaming Video!

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3383/?idAff=19

IRA Basic Issues Seminar OnDemand with Live Streaming

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, November 13th, 2019.

Attend this comprehensive IRA Seminar via Live Streaming Video!

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3382/?idAff=19

2 Day IRA Seminar: Basic & Advanced Issues OnDemand with Live Streaming

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, November 13th, 2019.

Attend this comprehensive IRA Seminar via Live Streaming Video!

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3384/?idAff=19

IRAs: Auditing and Compliance

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, October 31st, 2019.

If you don't want your customers to get unnecessary letters and bills the IRS for bank-induced filing errors, this webinar is a true necessity.

Related Topics: Compliance, IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3346/?idAff=19

IRAs: Distributions and Beneficiaries

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Tuesday, October 1st, 2019.

If you are searching for a webinar where you will achieve that higher “comfort level” on these complicated topics, this seminar is “must-attend”.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3345/?idAff=19

IRAs: Rollovers vs. Transfers

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, September 25th, 2019.

Learn about important recent changes to the world of IRA Rollovers.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3344/?idAff=19

IRAs: The Basics Simplified

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, August 28th, 2019.

The goal of this Part I IRA Basic Webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute?

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3343/?idAff=19

IRAs: 4 Part Series

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, August 28th, 2019.

Everything you need to know about IRAs in a four part webinar series.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3347/?idAff=19

IRA Death Payments to Beneficiaries

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, April 5th, 2019.

In this two hour webinar, we will focus on the answers to these questions in a nice, detailed format with examples and handouts to help facilitate your beneficiary payouts when an IRA owner dies.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3166/?idAff=19

IRA Update and Review

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, January 9th, 2019.

We will discuss the new changes and give you procedures on how to handle these changes, as well as many other topics.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/3019/?idAff=19

IRAs: Auditing and Compliance

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, November 14th, 2018.

If you don't want your customers to get unnecessary letters and bills the IRS for bank-induced filing errors, this Webinar is a true necessity.

Related Topics: Compliance, IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2989/?idAff=19

IRAs: Distributions and Beneficiaries

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Tuesday, October 30th, 2018.

If you are searching for a webinar where you will achieve that higher “comfort level” on these complicated topics, this seminar is “must-attend”.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2990/?idAff=19

IRAs: Rollovers vs. Transfers

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, October 25th, 2018.

Learn about important recent changes to the world of IRA Rollovers.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2991/?idAff=19

IRAs: The Basics Simplified

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, October 18th, 2018.

The goal of this Part I IRA Basic Webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute?

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2992/?idAff=19

IRAs: 4 Part Series

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, October 18th, 2018.

Everything you need to know about IRAs in a four part webinar series.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2993/?idAff=19

IRA Update and Review

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Wednesday, January 17th, 2018.

We will discuss the new changes and give you procedures on how to handle these changes, as well as many other topics.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2653/?idAff=19

Exploring the IRA Universe - Part IV

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Tuesday, December 5th, 2017.

If you do not want your financial institution writing checks to the IRS for filing errors, this Webinar should be a “must attend”!!

Related Topics: Compliance, IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2583/?idAff=19

Exploring the IRA Universe - Part III

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, December 1st, 2017.

If you are searching for a Webinar where you will achieve that higher “comfort level” on these complicated topics, this seminar is “must-attend”.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2582/?idAff=19

Exploring the IRA Universe - Part II

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, October 26th, 2017.

Learn about important recent changes to the world of IRA Rollovers.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2581/?idAff=19

Exploring the IRA Universe - Part I

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, October 19th, 2017.

The goal of this Part I IRA Basic Webinar is to start at the beginning of "What is an IRA?" Who can have an IRA? How much can they contribute?

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2580/?idAff=19

Exploring the IRA Universe - 4 Part Series

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, October 19th, 2017.

Everything you need to know about IRAs in a four part webinar series.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2584/?idAff=19

Webinar Subscription Packages

Presented By:Photo of Honey Shelton Honey Shelton
This event was recorded on Monday, May 22nd, 2017.

If your institution attends at least 5 webinars per year, a webinar subscription package is a no-brainer!

Related Topics: Compliance, IRAs, Lending, Human Resources, Computer Skills, Risk Management/Legal, BSA, Deposit Accounts, Executive, Management/Employee Development, Safe Deposit, TRID, Sales, Reporting, Compliance

Promo URL: https://www.BankWebinars.com/Webinar/Details/2520/?idAff=19

IRA Update and Review

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Tuesday, January 10th, 2017.

We'll update you on any of the latest legislation, pending legislation and cost of living adjustments available for 2017.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2220/?idAff=19

IRA Audit and Compliance

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, December 9th, 2016.

If you don't want to write checks to the IRS for filing errors, this webinar is a “must attend”!

Related Topics: Compliance, IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2184/?idAff=19

IRAs: Way Beyond the Basics - Beneficiaries and Distributions

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, December 1st, 2016.

If you're searching for a webinar that will help you achieve that higher "comfort level" on these complicated topics, this seminar is "must-attend".

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2183/?idAff=19

IRAs: Beyond the Basics - Rollovers and Transfers

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, October 27th, 2016.

Learn about important recent changes to the world of IRA Rollovers.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2182/?idAff=19

IRA Series - 4 Part Webinar

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, October 20th, 2016.

Everything you need to know about IRAs in a four part webinar series.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2180/?idAff=19

IRAs: The Basics - Plan Types and Forms

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, October 20th, 2016.

If you want to "jump start" your IRA knowledge base, this two-hour webinar is a good place to begin.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/2181/?idAff=19

IRA Update and Review

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Tuesday, January 12th, 2016.

Learn about the latest legislation, pending legislation, and cost of living adjustments available for 2016.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/1991/?idAff=19

IRA Audit and Compliance

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Tuesday, November 10th, 2015.

If you don't want to write checks to the IRS for filing errors, this webinar is a “must attend”!

Related Topics: Compliance, IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/1936/?idAff=19

IRAs: Way Beyond the Basics - Beneficiaries and Distributions

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, October 29th, 2015.

If you're searching for a webinar that will help you achieve that higher "comfort level" on these complicated topics, this seminar is "must-attend".

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/1930/?idAff=19

IRAs: Beyond the Basics

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Thursday, October 22nd, 2015.

Learn about important recent changes to the world of IRA Rollovers.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/1929/?idAff=19

IRAs: The Basics

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, October 16th, 2015.

If you want to "jump start" your IRA knowledge base, this two-hour webinar is a good place to begin.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/1928/?idAff=19

IRA Series - 4 Part Webinar

Presented By:Photo of Patrice Konarik Patrice Konarik
This event was recorded on Friday, October 16th, 2015.

Everything you need to know about IRAs in a four part webinar series.

Related Topics: IRAs

Promo URL: https://www.BankWebinars.com/Webinar/Details/1941/?idAff=19