2015 Education and Training Calendar brochure, please click here.
|Can't find the topic you are looking for? Click HERE to let us know.|
|BOLD designates on-site event. Click here for a complete listing.|
To register or find out more about a topic offered by seminar, webinar, school or conference, please click on the topic link below.
Join the Trusts & Other Fiduciary Accounts webinar on July 28 where compliance expert Mary-Lou Heighes will offer an overview of distinctive account structures, including Living Trusts, Totten Trusts, Uniform Transfer to Minors, and Coogan accounts. In addition, this session will outline the setup of Representative Payee accounts and Conservatorships.