Sunwest Training
Corp. is excited to announce a recent merger with Convergent RPS, LLC forming a strategic partnership to provide the highest
quality IRA retirement training in the industry. One of Convergent's extremely experienced facilitators will be providing
the live and virtual classes for the state banking associations.
While Patrice is stepping down from her "road warrior"
status, she will still be providing informational Webinars through OnCourse Learning and www.BankWebinars.com.
2025 UPCOMING FALL BANK WEBINARS - FACILITATED BY PATRICE KONARIK
You can register through your State Banking Association or Copy and Paste the Link Below Each Date in your Browser:
August 12-13, 2025 IRA Live Stream Webinar
- 2 full days IRA Essentials and Beyond (includes electronic copy of IRA 'Red Book')
https://partners.bankwebinars.com/ira-essentials-and-beyond-2-day-streaming-70bwus257120e?partner=sunwest-training-corp
2025 IRA Webinar 4-Part Fall Series (2 hours each):
https://partners.bankwebinars.com/2025-iras-from-a-z-4-part-series-70bwus255040e?partner=sunwest-training-corp
9/17/25
IRA Part 1 - The Basic Essentials
https://partners.bankwebinars.com/iras-part-1-the-basic-essentials-70bwus255041g?partner=sunwest-training-corp
9/30/25
IRA Part 2 - Rollovers and Transfers
https://partners.bankwebinars.com/iras-part-2-understanding-the-difference-between-rollovers-and-transfers-70bwus255042g?partner=sunwest-training-corp
10/15//25
IRA Part 3 - Distributions to Owners and Beneficiaries
https://partners.bankwebinars.com/iras-part-3-distributions-to-ira-owners-and-beneficiaries-70bwus255043g?partner=sunwest-training-corp
10/22/25
IRA Part 4 - Successfully Auditing your IRAs Files
https://partners.bankwebinars.com/iras-part-4-successfully-auditing-your-ira-files-70bwus255044g?partner=sunwest-training-corp
2025 SPRING WEBINARS AVAILABLE ON-DEMAND
1/22/2025 - IRA Annual Update - Keeping Up With the Latest Changes
https://www.bankwebinars.com/ira-annual-update-2025-70bwus256057g?partner=sunwest-training-corp
2/5/2025 - IRA
Reporting to the IRS
https://www.bankwebinars.com/ira-reporting-to-the-irs-getting-it-right-70bwus256058g?partner=sunwest-training-corp
2/12/2025 - Health Savings Accounts
- Annual Review of the Do's and Don'ts
https://www.bankwebinars.com/health-savings-accounts-financial-institution-vs-customer-responsibility-70bwus256059g?partner=sunwest-training-corp
3/13/2025 - IRA Beneficiariy Payouts
https://www.bankwebinars.com/ira-beneficiary-payout-options-the-new-rules-and-when-they-take-effect-70bwus256060g?partner=sunwest-training-corp
Please refer to your State Banking Association Website for the latest on the 2025 Spring and Fall IRA Training
Schedule regarding virtual vs. live training.