2025 Account Titling Seminar - Spring Session
This program is designed to help bankers provide superior customer service
to depositors while reducing risks to the bank. It will help bankers assist their
customers in selecting the appropriate accounts to meet the needs of the customers.
Specific topics include individual accounts, sole proprietorships, joint accounts,
business accounts, trusts, transfers to minors, powers of attorney, estates and
conservatorships. A common theme for each of these topics will be how to use
various types of accounts to provide innovative methods of handling the customer’s
funds. The program is designed for new and experienced account officers.
Registration
Online registration not available.