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
Members in multiple categories receive the lowest price.
This event is free with subscription. Explore our premier training service.
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 25%
- League staff save 20%
- Multi-Attendee discount - Register four attendees and get the 5th free
Please include all registrations in 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.
Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.
Attendee Info
How to access
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Cancellations
Once a purchase is completed, it is considered final. We do not offer refunds or exchanges for these products unless they are defective or not as described. Defective products: If you receive a defective product, please contact us within 48 hours of receipt. We will arrange for a replacement or provide a refund at our discretion. Incorrect Item Received: If you receive an incorrect item, notify us within 48 hours of delivery. We will provide instructions for returning the item and issue a refund or replacement. For all questions, please contact hello@americascreditunions.org.