Representative Accounts Webinar an Ideal Refresher for Staff Training 

Attorney Charles Holzman will be on hand June 20 to discuss Representative Accounts during a 1-hour webinar beginning at 1 p.m. (ET). The review will cover items relevant to representative accounts including trust accounts, representative payee accounts, conservators, personal representative and other court designated representatives. Holzman will cover documentation requirements and special liability issues arising out of the maintenance of such accounts.

The webinar is discounted to $129 per Internet connection and qualifies for the League's offer to buy three compliance webinars and receive half off a fourth compliance webinar. The webinar includes a complimentary archive, which may be downloaded, saved and shared, to train multiple staffers, in multiple locations, as frequently as needed. To learn more or to register, click here.

 


Submissions to Monitor may be emailed. Bryan Laviolette is the editor of Monitor. Contact him by email or call (800) 262-6285, ext. 233. The newsletter of the Michigan Credit Union League is published Monday mornings or Tuesday mornings when Monday is a holiday. There is no Monitor the week after Christmas and the week after the Annual Convention and Exposition. The MCUL reserves the right to edit submissions for clarity and space.
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