Understanding Fiduciaries Commonly Seen in the Credit Union webinar

Understanding Fiduciaries Commonly Seen in the Credit Union webinar
10:30 A.M. - 11:30 A.M. CT
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  • $219.00
    CUNA Member Price
  • Non Member Price $438.00
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Please join us for this session as attorney Gretchen Jones explains how several types of fiduciary relationships, sometimes used by our members, are to be handled by credit union staff. It is critical that staff understand both the practical and legal implications of these fiduciary relationships so they know who they can speak with about the accounts, who they can transact for and how to properly set-up the accounts to establish the fiduciary relationship in the first place. The following forms of fiduciary relationships often create confusion and result in commonly asked questions by staff as they work with these types of fiduciaries, including:

  • Minors’ accounts
  • Powers of attorney
  • Guardians/conservators
  • Social Security representative payees
  • Agency/convenience accounts

This webinar is part of the CUNA Fiduciary Relationships eSchool which starts August 31, 2021. CUNA members gain access to the entire series for $895.

Who should attend

This webinar is beneficial for operations staff, compliance staff, frontline staff and branch staff.

Also available

All event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

This webinar is available to CUNA Training Bundle users at no additional cost.

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