|Event Name:||Share Account Basics|
|Date:||March 27, 2018|
|Start Time:||8:30 AM|
Share Account Basics
Account Titling, Ownership and Signatories
When you open and title accounts, you affect not only rights at death but also the insurance coverage of your account. Some of the big errors are occurring on our signature card contracts because we do not understand when to use authorized signers and PODs. Debbie Crawford of GetTechical Inc, will help you understand the legal ownership and proper titling of accounts that will prevent loss to your credit union and ensure that your account holder gets what he or she wants upon their death.
Who Should Attend
This seminar will benefit new member representatives, customer service representative, branch manager, branch administration, compliance and anyone who works with deposit accounts cards
$250 per person (*Registration fee includes printed materials at this program).
For the purpose of those applying for a grant, the cost of food and beverage is valued at $35 each and cannot be deducted from the fee
LocationHilton Shreveport 104 Market Street Shreveport, LA 71101
LCUL is holding a block of rooms at $139 per night. Click here to book online.
Hungry for more Share Account Knowledge? Save $50 total when you also register for Share Accounts Advanced in Lake Charles on April 18th!