ALOHA & WELCOME
Payment required by VISA, MasterCard, or American Express for online registration.
Payment required by VISA, MasterCard, or American Express for online registration.
This half-day workshop will highlight many of the advanced issues on deposit accounts. This is designed to answer questions regarding set-up, death, and maintaining very complicated accounts. Learn how to manage risks with these advanced accounts.
AGENDA
8:30 am - 12:00 pm
8:30 am - 12:00 pm
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Breaking Down POA Requirements and Issues
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Estates and Handling Accounts After Death
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Formal Trusts - Revocable and Irrevocable
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Court-Ordered Guardianships and Conservatorships
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REGISTRATION
Registration deadline extended: May 17, 2023
Member CUs: $159 per person
Registration deadline extended: May 17, 2023
Member CUs: $159 per person
This workshop will be presented on the Zoom Meeting platform and requires each attendee to have a computer with video, audio (speakers and microphone), and internet access. An email will be sent to all registered attendees three days prior with links to download or print the workshop material. By registering for this workshop, you are consenting to be recorded and agree to the Hawaii Credit Union League’s code of conduct.
To register and pay online, click the "Register Online" button below.
To register and pay by check, click the "Print Registration Form" button below and
mail to Hawaii Credit Union League; 1654 South King Street; Honolulu, HI 96826-2097.
To register and pay online, click the "Register Online" button below.
To register and pay by check, click the "Print Registration Form" button below and
mail to Hawaii Credit Union League; 1654 South King Street; Honolulu, HI 96826-2097.
Cancellation and refund policy
No refunds will be made or registration forms accepted after deadline. Cancellation and refund requests must be made in writing and emailed to wendy.kishida@hcul.org. Hawaii Credit Union League reserves the right to cancel this workshop in the event of insufficient participation or for extraordinary reasons outside of its control, with advance notice to all registrants. Hawaii Credit Union League also reserves the right to change the site, instructor, or schedule of this program due to unforeseen circumstances, with as much advance notice possible.
No refunds will be made or registration forms accepted after deadline. Cancellation and refund requests must be made in writing and emailed to wendy.kishida@hcul.org. Hawaii Credit Union League reserves the right to cancel this workshop in the event of insufficient participation or for extraordinary reasons outside of its control, with advance notice to all registrants. Hawaii Credit Union League also reserves the right to change the site, instructor, or schedule of this program due to unforeseen circumstances, with as much advance notice possible.
SPEAKER
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Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 30+ years of combined teaching and banking experience.
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