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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
When
and how do we close accounts? How should the check be made out? What to do
when customers disagree on closing the account. This program will focus on
the personal account issues of closing accounts and taking off signers in
this complex world.
What
You Will Learn:
- What to do when the joint customers no longer want
to be joint?
- How to pay out a POD
- How to change a trust from revocable to
irrevocable?
- How to change a business from one type to another?
- Who has the right to remove names at death?
- How to close a UTMA account?
- What to do when customers want to remove a signer?
Add a signer?
- What happens when a representative payee is no
longer needed
- What happens when a guardian is no longer needed?
- Issues on closing business accounts
- What happens when a business is sold or dissolved
- And many more difficult issues!
Who
Should Attend?:
Share
Account Representatives, Customer Service Representatives, Personal
Bankers, Branch Managers, and Branch Operations, Share Compliance Officer
and Staff and all Share personnel will benefit from attending this webinar.
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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