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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
From
court ordered accounts to authorized signers, a fiduciary account has to be
set up correctly and handled perfectly so that your customer gets the best
results from the account. We will cover the documents needed, the signature
set up and managing fiduciary money. If you open accounts, you won’t want
to miss this special webinar.
Covered
Topics:
- Uniform Transfer to Minors Accounts
- Power of Attorney
- Social Security Representative Payee Accounts
- Veterans Fiduciary Accounts
- Estates, Trusts and Bankruptcy Accounts
- Guardianships and Conservator Accounts
- Guidelines about managing other people’s money
- Customer Identification Programs
- Questions every fiduciary should be asked
- Signature Cards and Documentation
- What happens at death
Who
Should Attend?:
This
webinar will benefit New Accounts Representatives, Customer Service
Representatives, Branch Administration, Compliance Officers, Legal
Department, Branch Managers, Tellers and anyone who works with customers. 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
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