Loading view.
Virtual
Calendar of Events
S Sun
M Mon
T Tue
W Wed
T Thu
F Fri
S Sat
0 events,
0 events,
1 event,
Opening Accounts for Nonresident Aliens
Webinar | January 28th, 2025 | 90-minutes | 10:00am - 11:30am CENTRAL Time | $199 It has always been challenging to open accounts for nonresident aliens and to identify the person we are doing business with. Since the USA PATRIOT Act, Customer Identification Program (CIP) law passed, opening these accounts and covering the required documentation…
$199.00
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
1 event,
Handling Legal Documents at New Accounts: POAs, Guardianships, Estates & More
Webinar | February 4th, 2025 | 90-minutes | 10:00am-11:30am CENTRAL Time | $199 Risk? Are taking court orders, power of attorneys and other documents too much risk? During this program we will look at the high risk involved in fiduciary accounts and the legal documents that come with them. From guardianships to power of attorneys,…
$199.00