Events Calendar

Webinar: Deceased Member Accounts
Thursday, July 25, 2019, 10:00am - 11:00am

It can be a challenge to work with accounts upon the death of a member.  Join us for this complimentary webinar where we will review topics specific to handling a deceased member account.

  • Account structures
  • Beneficiaries
  • Terms and definitions
  • Procedures and documents
  • Trust account and Estates

Speaker:
Linda Bow, Director of Compliance
New York Credit Union Association

Educational Investment: Benefit of Membership