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Course/Product Description
Title:

Personal Accounts: 25 Customer Questions And Answers

SKU:WT-1002931
Format: Webinar
Description:

Account holders ask the most interesting questions about ownership of deposit accounts.

Some of these questions include: Who will get the money when I die; Can I add my niece to the account for two weeks; and Can I add POD during the term on a CD?

This training session addresses 25 different questions your account holders might ask on their personal accounts and give the correct answers.

Covered Topics:

  • Rights at death on personal accounts
  • Adding and deleting signers
  • Adding and deleting owners
  • Labels and special earmarking on accounts—good or bad?
  • Can you make ownership changes during the term of a CD?
  • What exactly can a POA do and not do?
  • Rights of joint owners
  • Rights of authorized signers and agents
  • POD designations and affidavits
  • And many more questions and answers
About Your Presenter

Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 27 years of combined teaching and banking experience.

Licenses / Designations / Educational Credits:CEU
All US States: 2.5
All Canadian Provinces: 2.5
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Price: $265.00
More Info: Contact Us For More Information
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Currently Scheduled Dates For This Webcast
Course TitleDatePrice
Personal Accounts: 25 Customer Questions And AnswersCD/On-Demand$325.00

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