Contact

1900 S. Harbor City Blvd, Suite 306
Melbourne, FL 32901


Phone: 800-354-3051
Fax: 888-773-4839

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Upcoming Live Training

Opening Limited Liability Company Accounts

April 10

Opening Trust Accounts: CIP, CDD and Risk

April 8

Safe Deposit Box “Disaster Management” with Dave McGuinn

April 16

Writing New Account Procedures

May 15

Writing Teller Training Procedures

May 14

Alert! Federal Regulatory Agencies Issues Guidance on Elder Programs

February 28

Deposit Operations – 2nd Quarter Update

June 24

IRA Update & Review

March 13

Handling Deceased Accounts

June 17

BSA Consent Orders: Lessons Learned for Smaller Institutions

June 11
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