Opening Fiduciary Accounts (Webinar)

Member Fee:  $165 per connection
Non-Member Fee:  $265 per connection

Speaker: Debbie Crawford, gettechnical, Inc.   

Click here for brochure

Your account holder, the federal government or the court has named someone legally to act on his or her behalf. Now what? What can these caregivers and fiduciaries do? What supporting paperwork must each bring? During this webinar we will review the set-up, documentation and legal issues involved in these high risk accounts. You will learn how to style these accounts and get the signature card perfect every time.
When
4/20/2020 3:30 PM - 5:00 PM
 

Know your login? Sign in here to register.

Not sure if you have a login? Use the search below.

Please enter your search criteria to view results

If you recognize any details above, use the links below to retrieve your username or reset your password.

 

If you need your username...    If you know your username...
Retrieve Your Username    Reset Your Password

 

If none of the above apply click here to create an account.

 

No content found