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Documenting Deposit Accounts: Disclosures, Documentation & Details for Consumer & Business Accounts (2-Part Series)

Documenting Deposit Accounts: Disclosures, Documentation & Details for Consumer & Business Accounts (2-Part Series)

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Instructor:

Dawn Kincaid

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This 2-part session will dissect all of the issues with account ownership and documentation of personal, business, estate and trust accounts. We will walk through the account opening operation from the starting gate to the finish line.

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