Understanding Fiduciary & Beneficiary Relationships Webinar
Understanding Fiduciary & Beneficiary Relationships Webinar
Overview
Speaker: Gretchen Jones
Please join us for this session as attorney Gretchen Jones explains how several types of fiduciary and beneficiary relationships, sometimes used by our members, are to be handled by credit union staff. It is critical that staff understand both the practical and legal implications of these fiduciary relationships so they know who they can speak with about the accounts, who they can transact for, and how to properly set-up the accounts to establish the fiduciary or beneficiary relationship in the first place. The following forms of relationships often create confusion and result in commonly asked questions by staff as they work with these types of relationships, including:
- Minors’ accounts
- Powers of Attorney
- Guardians / Conservators
- Social Security Representative Payees
- Agency / Convenience accounts
This webinar series is part of the complete Training Bundle series. Subscribe to get immediate access to this webinar and over 80+ others covering critical topics for you and your staff.
Pricing & Registration
Member
Non-Member
Understanding Fiduciary & Beneficiary Relationships Webinar | On Demand
Understanding Fiduciary & Beneficiary Relationships Webinar | On Demand
Member Discounts
All credit unions are invited to register for this event. Members receive a significant discount.
Additional discounts available to member credit unions:
- Less than $50 million in assets save 20%
- Council members save 10%
- League staff save 20%
- Multi-Attendee discount - Register 4 attendees get the 5th free
- Please include all registrations on the same order for the discount to apply
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.
Other non-credit union attendees should contact us to confirm eligibility.
Attendee Info
Our webinars and webinar series use various platforms, including Adobe Connect, Pheedloop Meet & Stream, and Zoom. All of these platforms are web conferencing technology that allows for live virtual meetings. Whether this is your first time attending a webinar or webinar series, or you simply need a refresher, review these helpful steps and frequently asked questions below.
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Cancellations
Webinars, Schools, and Online Events
All cancellations must be received in writing. Please explain the cancellation briefly and submit it via email to hello@americascreditunions.org.
Cancellations received more than seven days before the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after seven days before the event. Substitutions are accepted before the start of the program. Additional costs may apply. Please provide the event name, current participant, and new participant name to hello@americascreditunions.org.
