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Compliance Roundtable - Credit Union Accounts A-Z (NC)
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Bringing together credit union professionals to share compliance news and perspectives.

11/18/2014
When: 11/18/2014
From 9:00 AM to 4:00 PM
Where: NCCUL Quorum Center
323 West Jones Street
Raleigh, NC  27603
United States
Presenter: Todd Sherpy
Contact: Professional Development
800-235-4290 Ext. 418 or 419


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Summary:  Credit Union Accounts A Thru Z

 

From the Basic Individual Account to the Estate Account and everything in between. We will discuss how to document, transact, disburse and close.

 

Basic Accounts

Children’s Accounts

UTMA

Custodial

Rep-Payee

Trust

Deceased Estate

 

Let’s be sure you know how to facilitate these accounts with a proper understanding, procedures and documentation.

 

Cost:

Participant cost of $35 per person includes lunch and refreshments.