Establishing ownership on a new account is one of the basic functions in opening an account, but it can also be one of the more complex parts of the process. This program will provide a refresher on the basics of account ownership.
Areas of review include:
- Joint and single accounts
- Minor accounts
- Trust accounts
- Custodial accounts
- Power of Attorney
- Death of a member
Attendees are invited to send questions and/or additional topic areas prior to the program to firstname.lastname@example.org.
Click to download the Flyer with Registration Form.
Contact Susan O’Loughlin by phone at (203) 608-7061 or email to email@example.com or fax to (203) 294-4882.