Event Calendar

Thursday, December 17, 2020

Webinar - How to Review Legal Documents: POAs, Trusts, Guardianships, Estates & More

Start Date: 12/17/2020 9:00 AM MST
End Date: 12/17/2020 10:30 AM MST

United States 

This webinar will look at key elements of the legal documents and fiduciary accounts financial institutions open. Why are institutions taking such big losses on these accounts? What actions or inactions cause issues? What can each type of fiduciary do – or not? What happens at death? Join one of the financial industry’s top experts to learn more about fiduciary roles and what paperwork should accompany them.
Attendance certificate provided to self-report CE credits.