Content:
- Deposit investment counseling
- Account owner rights and responsibilities
- Comparing savings, checking, money market accounts and certificates of
deposit
- Single, joint, corporate, partnership and trust account ownership
- Contributions and distributions of Traditional, Roth, Coverdell Education
Savings Account, SEP and SIMPLE IRAs
- Decedent accounts
Who Should Attend:
Financial counselors,
personal bankers, supervisors,
managers, tellers and customer service
representatives.
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