Opening Minor Accounts (Webinar)

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

Click here for brochure

Speaker: Debbie Crawford, gettechnical, Inc. 

During this webinar, you will learn how to answer your adult account holder's questions on how to set up accounts for grandchildren, for college, and many other reasons to set up minor accounts. We will review the basic legal ownerships you may offer for your minor account holders. We will talk about how to transition them into adult accounts. We will look at dos and don’ts of account card set up for minors.

 



When
11/2/2020 3:30 PM - 5:00 PM
 

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