Apr 29, 2025
Beneficiary options have had significant changes in the last four years – more so than they’ve had in over 20 years. There are many questions that must be asked and answered before you can explain the options available. In this interactive workshop, you will learn the most important questions to be asked to solve the more complicated scenarios.
Tuesday, April 29th, 2025
2:30 pm - 5:00 pm EST
Topics
Roles
Who Should Attend
This interactive session is ideal for CSRs, tellers, operations department reps, call center employees, and anyone who determines who the beneficiaries are for payout options.
Patrice M Konarik is president of Sunwest Training Corp founded almost 30 years ago and located in the Texas Hill Country near San Antonio. With over 40 years of experience in the financial industry, Patrice has focused her expertise on the retirement account area. After 28 years on the road providing live training nationwide, she now concentrates on providing informational IRA and HSA webinars through OnCourse Learning. She has a B.S. in Management Science from New York’s Binghamton University and previously held her Certified Financial Planner designation for 23 years.
$450.00or 4 Tokens
Available Upgrades:
12 Months OnDemand Playback $120.00
12 Months OnDemand Playback + Digital Download $150.00
Additional Live Access $450.00 per person
Brooke McCormack, Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380