Agenda

May 12, 2026
11:00 am - 1:30 pm EST

Beneficiary options have had significant changes in the last five years: more so than they’ve had in over 20 years. Imagine this scenario: Your customer dies and within a couple of weeks, three of the four beneficiaries come into the institution. One wants the money, one wants to move the money, and the other wants to leave it with your institution and take out as little as possible. None of them know where the fourth beneficiary is. What do you do now?

Live virtual attendance is a must to get the most out of this engaging training opportunity. Breakout rooms will not be recorded. Space is limited to 35 participants for a high-value learning experience, so register today!

After a condensed information class, we will break into peer groups to work the sample problems. The instructor will drop into the groups to answer questions and hear comments. There will be a wrap-up session at the end to summarize the major issues and how they were handled. You will feel much more confident after attending this interactive workshop.

Remember, we are giving information – not advice.

Topics

What You'll Learn:

• Owner and beneficiary details: Date of birth and date of death
• What class of beneficiary: Eligible? Non-Eligible? Qualified or Non-Qualified Trust? Estate?
• What options are available: Life Expectancy Payout? 10-year Payout?
• What is different about the spousal options?
• What options does the Successor Beneficiary have?
• How are distributions reported and in whose name?
• What are the differences between the Roth and Traditional Payout Options to beneficiaries?

Speaker(s)

Patrice M Konarik
President

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.

Fees

Live Webinar - $450.00

• Live Access
• 30 Days OnDemand Playback
• Presenter Materials and Handouts

Available Upgrades

• 12 Months OnDemand Playback - $120.00 Per Person
• 12 Months OnDemand Playback + Digital Download - $150.00 Per Person
• Additional Live Access - $450.00 Per Person

**100% surcharge applied to non-members.

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