Handling Checks & Accts After Death of a Customer (Virtual)

This program has been changed to a virtual program via Zoom. 

Member Fee for Virtual Live Seminar OR Virtual Seminar Recording: $265
Non-Member Fee for Virtual Live Seminar OR Virtual Seminar Recording: $465 

Speaker: Debbie Crawford, gettechnical, Inc.

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Please note: 
If you participate in the live virtual seminar, we will email a certificate to you following the program. Certificates will only be emailed to registered attendees. If you opt for the recording, we will not be able to provide a certificate because we will not be able to track attendance.  
 

When your account holder dies, there are usually many aspects of their life still outstanding. During this program we will look at the checks and accounts. Insurance checks, treasury checks and regular checks, what are you supposed to do and what can you do to help the account holder and his or her family. What if there will be no official estate account? We will cover the death affidavits, usufruct accounts and all succession issues.

 
When
3/18/2021 9:00 AM - 4:00 PM
 

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