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Trump Accounts: Employee Benefit and Individual Accounts

October 13 @ 3:00 pm - 4:30 pm

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Event Cost: $199.00

Trump-Accounts

Webinar | 90-minutes | $199

Trump Accounts are a new account for children.  These will be happening on three fronts.  First, Trump Accounts will be opened in our investment departments.  These will not be opened in our retail areas at this time.  Second, this can be an incredible employee benefit offered through your cafeteria plans for employees to contribute to and employers to match.  Proposed regulations have been released for this mechanism! And third some of you with newborns will qualify to have your children receive $1000 contribution by the federal government.  Over $4MM are already opened today.  Learn more about these accounts.

Highlights:

  • Understand the mechanics of the Trump Account
  • Research the Trump Account as an employee benefit
  • Get your investment people trained so that these accounts can be opened on location
  • Review whether your newborn qualifies for a free $1000 Trump Account

Who Should Attend

Human Resources, New Accounts, Training

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.

OnDemand Registration 

The cost for 90 days of unlimited access to this recording is $199.

You will receive a download link for any materials and manuals used by the instructor (digital), and a viewing link to the recordings of the class. (You will have unlimited access to the recording for 90 days.)

More Information

Please call (800) 354-3051 for additional information.

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