The Grand River Chapter of Credit Unions cordially invites you to attend the upcoming education event, Specialty/Fiduciary Accounts: The Everyday Essentials, facilitated by Dan Holzman. This virtual event is for all interested credit union professionals - executives, managers, and staff. Please forward this invitation to your team members as appropriate.  

The aging of the Baby Boomer population and their desire to protect their assets and provide direction to their heirs has resulted in increased use of trusts and fiduciary documents to do so. This session will concentrate on the complex issues involving their use. It will provide guidelines to assist your credit union when opening trust accounts; how to handle power of attorney issues, and how to avoid liability with other representative account issues. As an attendee, you will also have the opportunity to participate in a Q & A forum to address any outstanding questions regarding specialty accounts.