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School Location:
Arkansas Bankers Association
1220 West Third Street
Little Rock, AR 72201 

Click here to register!


ABA Members:
Entire School: $680; After Sept. 2: $780;
One Day: $340; After Sept. 2: $390

Entire School: $1,360; After Sept. 2: $1,560;
One Day: $680; After Sept. 2: $780

September 29, 2022
IRA Basic Issues
9:00 a.m. - 4:00 p.m.

  • IRA Terminology – Top 20 Terms
  • Explanation of IRA Forms - Not Forms Specific – (Please bring your own forms including Application, Contribution form, Distribution, Rollover Review or Certification and any other commonly used forms)
  • Beneficiary Designations including Primary and Contingent, Trusts and Estates
  • Qualifications, 2022 Contribution, Income Phase-out limits, Age Limits and other new regulations for a:
    • Traditional IRA
    • Roth and Conversion Roth
    • SEP IRAs contributions and IRS reporting
  • Differences between “postponed” and “repayment” contributions.

September 30, 2022
IRA Intermediate/Advanced Issues
9:00am – 3:00pm

  • Updated legislative regulations on IRAs as the result of the SECURE 1.0 and 2.0 and the 2022 Cost of Living Adjustments
  • QP Rollovers and IRA Rollovers and Transfers
  • Distributions
    • New rules on Federal Income Tax Withholding
    • Before age 59½ - reporting the penalty exceptions
    • At age 72 beginning in 2021 – including mandatory notices
    • 9 Biggest Mistakes of IRA Beneficiary Payouts
    • Rules on new proposed rules on nonspouse beneficiary payout requirements beginning in 2022
    • Overview and Explanation of IRS Reporting Requirements
Patrice M. Konarik is president of Sunwest Training Corp. founded almost 30 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 40 years in the financial industry, Patrice has focused her expertise on the retirement account area and is currently providing live training and Webinars on IRAs and Health Savings Accounts on a nationwide basis. She has a BS in Management Science from New York’s Binghamton University. Many state banking associations and other organizations use her as their main source for training on these complicated topics.
Coming Soon!
Coming Soon