Virtual, 8:30 a.m. - 4:00 p.m. - Basic
Virtual, 8:30 a.m. - 4:00 p.m. - Advanced
Seminar Agenda for Both Workshops
Logon begins - 8:30 a.m.
Program starts - 9:00 a.m.
Lunch - 12:00 p.m. - 12:45 p.m.
Program continues - 1:00 p.m.
Adjourn - 4:00 p.m.
Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and located in the Texas Hill Country near San Antonio. With over 35 years experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas. In almost 20 states, Patrice is considered the top resource for live IRA training seminars and Webinars for thousands of bank employees each year. She has a BS in Management Science from New York’s Binghamton. Patrice has a “down-to-earth”, humorous training style and encourages interaction during the training sessions.
$100 mil or less: $300
$101 - $400 mil: $500
$401 - $750 mil: $700
Over $750 mil: $900
Assoc. members: $900
Add $75 if registering after February 4
**Program fees are based on bank asset size. There is no limit on the number of people that can attend the virtual session from your financial institution. Please login and register one person from your bank and pay based on your bank’s asset size. Then email all other attendees (include attendee’s first and last name, bank location and e-mail) to Natalie Wareham at firstname.lastname@example.org so that additional attendees can be registered free of charge to receive their own link and login information for the session.