RW Advantage - Webinars

*CU FOCUSED* - 25 Vital Questions on Personal Accounts
Presented By:CUWebinars.com
Panelist(s) Info: Deborah Crawford  (Bio)

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.

Price:$195.00
Description:

Members ask the most interesting questions about ownership of share accounts. These questions include who will get the money when I die, can I add my niece to the account for two weeks, can I add POD during the term on a CD? This program will address 25 different questions your customer’s might ask on their personal accounts and will give the correct answers.

Covered Topics:

  • Rights at death on personal accounts
  • Adding and deleting signers
  • Adding and deleting owners
  • Labels and special earmarking on accounts—good or bad?
  • Can you make ownership changes during the term of a CD?
  • What exactly can a POA do and not do?
  • Rights of joint owners
  • Rights of authorized signers and agents
  • POD designations and affidavits
  • And many more questions and answers

Who Should Attend?

This webinar will benefit new member representatives, call service representatives, branch managers, assistant branch managers, branch administration, deposit operations, BSA CIP personnel, training and anyone who works with or manages the new account function.

Available Sessions:

Recorded On: Thursday, October 18, 2018
Price: $195.00* < Back To Details
* Invoice will include sales tax as applicable.
$215

Includes a weblink for unlimited viewing for 6-months after the date of the webinar as well as a link to handouts. Does not include live session.

$245

Webinar recording on a CD-ROM plus PDF to print Handouts. Free OnDemand Weblink also included. Does not include live session.

CD-ROM, including full audio/visual recording, plus a PDF file to print Handouts. Free OnDemand Weblink also included.
Total Price: $195.00
Upon registration, an invoice will be mailed to the address provided above.