La. Deposit Accounts Study Part II: Fiduciary Accts (Web)

Please note: This is part 2 in a 4-part webinar series. Registration is per part, you do not have to register for the entire 4-part series. Dates for the other parts are as follows (see brochure for more information) - Part 1 (July 12), Part III (August 2) and Part IV (August 16). 

Member Fee:  $165 per connection 
Non-Member Fee:  $265 per connection 

Speaker: Debbie Crawford, gettechnical, Inc.

Click here for brochure

What is a fiduciary? How are they supposed to behave? What is acting in the best interests of the owner? These questions will be addressed in our second session on these high-level accounts. You will learn what each job can do and not do. You will receive information on document requirements for these accounts and get into the common errors we make on signature cards with these accounts. Learn how to handle these accounts at the death of the owner or at the death of the fiduciary.


When
7/19/2021 3:30 PM - 5:00 PM
 

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