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10/28/2014 » 10/30/2014
Principles & Philosophy Conference

11/4/2014 » 11/5/2014
Large Credit Union Roundtable

11/5/2014 » 11/6/2014
IRA Essentials & Advanced (Columbia, SC)

11/13/2014
CUaware: The Road to Protégé and Beyond

11/18/2014
Compliance Roundtable - Credit Union Accounts A-Z (NC)

Compliance Roundtable - Credit Union Accounts A-Z (NC)
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Compliance Roundtable - Credit Union Accounts A-Z (NC) Export to Your Calendar

11/18/2014

When: 11/18/2014
From 9:00 AM to 4:00 PM
Where: Map this event »
NCCUL Quorum Center
323 West Jones Street
Raleigh, NC  27603
United States
Presenter:
Todd Sherpy
Contact:
Professional Development

Phone: 800-235-4290 Ext. 418 or 419

Registration Information
Online registration is available until: 11/18/2014
Details

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.

 

 
 
 

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