|Registration for this event is open from:||Oct 19, 2021 12:00 - Jun 1, 2022 12:00|
|Where:||Live Webinar, On-Demand Webinar, Both, North Dakota ().|
|Date:||Dec 1, 2021 - Dec 1, 2021|
|Time:||10:00 - 11:30|
Your Depositor Has Died:
Actions to Take, Mistakes to Avoid
(90-minute webinar – available live or on-demand)
Wednesday, December 1, 2021
This is a morning webinar
8:00 AM Pacific 9:00 AM Mountain
10:00 AM Central 11:00 AM Eastern
What duties must be performed after an accountholder dies? Who can access the deposit accounts? What changes can be made? What about taxes, the will, and dealing with the family? If you don’t have all the answers, this is the webinar for you.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
This program will take you on a journey through all types of deposit accounts and explain how to handle them at death. What are the risks? Can you take names off accounts? What happens with tax reporting? Many legal questions will be asked and answered during this intensive webinar. Join us to learn the actions to take and mistakes to avoid.
WHO SHOULD ATTEND?
This informative session is designed for deposit operations staff, deposit compliance personnel, branch managers, new accounts representatives, and all deposit personnel.
DON’T MISS THIS RELATED WEBINAR!
Safe Deposit Issues: Delinquency, Death & Abandonment
on Wednesday, March 10, 2021
MEET THE PRESENTER - Deborah Crawford, Gettechnical Inc.
Deborah Crawford is the President of Gettechnical Inc., a Virginia/Florida based firm, specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.
Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.
THREE REGISTRATION OPTIONS – WHAT YOU GET
1. Live Webinar Includes
2. On-Demand Webinar Includes
3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.
Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE