2018 Self Service First Web Rec

Member Fee:  $150
Non-Member Fee:  $250

Speaker:  Fred Wheeler, Automated Transaction Delivery

Self Service First:  A Study of What Today's Consumer Requires:  When your account holder dies, there are usually many aspects of their life still outstanding. During this program we will look at the checks and accounts. Insurance checks, treasury checks and regular checks, what are you supposed to do and what can you do to help the account holder and his or her family. What if there will be no official estate account? We will cover the death affidavits, usufruct accounts and all succession issues.
When
3/8/2018 - 3/8/2019

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