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Sunwest Training Corp.

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Sunwest Training Corp. 
P.O. Box 464
Kendalia, Texas  78027
Phone:  (830) 336-3422

email: patrice@sunwesttraining.com

 

 


About Our Company.......

Sunwest Training Corp. was founded over 25 years ago to provide quality training for employees of financial institutions across the country. Specializing in the deposit account area, thousands of employees nationwide have their confidence built by attending the workshops with "real-life" examples from a former banker, as well as user-friendly reference material to use throughout the year.


Workshops and Services Provided........

*    IRA Basics

*    IRA Update and Review

*   IRA 2-day Comprehensive School

**  Opening New Account
     Documentation and Compliance

*   Webinars for IRAs

**  Webinars for New Account Documentation 

*    In-house Customized Training Sessions for **  Both Topics

*   IRA and Health Savings Account informational websites and consulting subscription
 (see link below for IRAStuff.com/sunwest and HSAStuff.com/sunwest demo and more info....) 

IRAStuff.com/sunwest Demo and Subscription Information

HSAStuff.com/sunwest Demo and Subscription Information

 

*     IRA Seminars and Webinars by Patrice Konarik
**    New Account Seminars and Webinars by Suzie Jones, CFP® 

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About Our Speakers.........

Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and is located in the Texas Hill Country near San Antonio. With over 30 years experience in the financial industry, Patrice is focusing her expertise on the retirement area and is currently providing IRA live and webinar training for many organizations on a nationwide basis. She has a BS in Management Science from New York's Binghamton University. Patrice's humorous training style makes learning fun as she encourages interaction during her training sessions.  You can click on the "IRA Training" tab to see when she will be providing Webinars and live IRA training in your area.

 Suzie Jones, CFP® is founder and president of Training Resources Consulting, LLC located in Houston, Texas. 2018 was an exciting year when I brought in a very qualified associate who will be took over the New Account Documentation training curriculum.  Suzie has over 35 years banking experience and is very well-known in the financial industry.  She has recently retired from a large holding company and is jumping back on the road to share her wealth of knowledge.  You can click on the "New Account Training" tab to see when she will be providing live Opening New Account training classes in your area.

 

 



Dates and locations are subject to change. For registration information and to verify dates and locations of seminars scheduled, please contact the website listed beneath each state's location on the Training Schedule tab.