CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
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 do’s and don’ts
of account card set up for minors.
Covered
Topics:
- All the types of legal ownership for minors: UTMA,
CESA, joint accounts, guardianships, social security representative
payees and child actor trusts
- Issuing debit cards to minors
- Can a minor negotiate checks made payable to him or
her
- Old stylings like “minor by” that can give big
headaches
- Can you require two signatures on minor accounts?
Can you let a minor sign a contract?
- What happens when the minor dies on an account?
What happens when the adult passes away?
- Can minors take over the account at a certain age?
- Hotspots and troubling issues when you open
accounts for minors
Who
Should Attend?:
This
informative session will be useful for new account representatives,
customer service representatives, member service representatives, branch
administration, branch operations, branch managers, personal bankers,
compliance, BSA and anyone who opens new accounts. Please forward email to appropriate
person(s).
Instructor:
Deborah
Crawford is the President of
Gettechnical Inc., a Virginia based training company. She specializes in
the deposit side of the financial institution and is an instructor on IRAs,
BSA, Deposit Regulations and opening account procedures. She was formerly
with Hibernia National Bank (now Capital One) and has bachelor's and
master's degrees from Louisiana State University. She has 30+ years of
combined teaching and banking experience.
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the
written materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
Powered by Total Training Solutions!
|