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Handling POAs, Trusts, Estates at New Accounts passport Ensure monetary stability

SKU 76946632019
4.0
USD149.50 USD170.50

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Description

Ensure monetary stability

but then FEMA rolled out Risk Rating 2

Risk Rating 2

Net Cash after Operation

Handling POAs, Trusts, Estates at New Accounts passport Ensure monetary stabilityDuring this Course we will look at the issues of opening accounts for formal trusts, estates, guardianships and conservator accounts. We will also review when a POA walks into your institutionwhat should your staff do and know. These are high risk accounts often with huge losses to your financial institution. *This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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