Start Date: 5/15/2024 9:00 AM MDT
End Date: 5/15/2024 10:30 AM MDT
Location:
United States
This webinar will take the core documents from the new accounts handbook and set up a working document so you can tailor your procedures into the framework provided. The working handbook in a Word document will take hours of work and stress out of the process. You will learn how to blend state and federal law into an efficient new account process.