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Employee Benefit – Are Trump Accounts Right for Your Institutions Cafeteria Plan?

May 14 @ 3:00 pm - 4:30 pm

Upcoming Live Training

Car Interest Tax Reporting Under OBBBA!

February 12 @ 3:00 pm - 4:30 pm

Handling Legal Documents – POAs, Trusts, Estates and Guardianships

February 17 @ 11:00 am - 12:30 pm

BSA/AML Officer Update

March 11 @ 10:00 am - 4:00 pm

Opening Nonresident Alien Accounts

March 17 @ 3:00 pm - 4:30 pm

Branch Operations Conference

March 25 @ 10:00 am - 4:00 pm

Event Cost: $199.00

Webinar | 90 minutes | May 14th, 2026 | 2:00pm-3:30pm CENTRAL Time | $199

Overview:

Trump Accounts cannot be opened in your branches.  But they can be opened in your investment and trust departments.  But the Trump Accounts greatest impact may be with your cafeteria plan and employee benefit package.  During this program get an update on the Trump Account and make decisions about adding this to your benefits package for employees.

Highlights:

  • What is a Trump Account?
  • Who is eligible?
  • Where can they be set up?
  • Current regulation and guidance–this evolving product
  • Pros and Cons
  • Would it matter to your employees? Ask Them!
  • What kind of investments can a Trump Account have?
  • And every detail we have at the time of this training!

Who should attend?

Human Resources, Manager of Cafeteria Plan, Operations and Management

Seminar Instructor

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of banks across the nation.  Her 40+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.  Deborah’s specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance, and Individual Retirement Accounts.

Registration 

The cost to attend this webinar is $199 for one connection*. Please register the person you wish to receive the log-in and handouts links.
*You may have as many listeners as you wish for your ONE connection (ONE computer login). If you would like additional logins for additional locations/computers, please contact our office or note names and email addresses in the comments sections of the registration form. A fee of $75 will be billed for each additional login.

Registration fees include instruction, live interaction with the instructor, any materials and manuals used by the instructor (digital), and a link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

Cancellation and More Information

Full registration fees will be refunded if a cancellation is received on or before ten business days prior to the meeting. If the date of cancellation is less than ten days prior to the meeting, a $75 processing fee will be retained. No refunds will be given for cancellations made the day of the program. If you need additional information, please call (800) 354-3051.

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