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Account Ownership in Four Cities

What's the difference between individual accounts with and without payable on death designations? What are some special considerations when removing or adding account owners? Learn the answers to these questions and more at Account Ownership in St. Louis, Jefferson City, Kansas City and Springfield.

Opening member accounts can be confusing, but this one-day session is designed to cover the ins and outs of Account Ownership. Front-line staff members are encouraged to attend or any other employee who deals with member accounts. This session is perfect for new employees, or staff members needing a refresher.

Conference Locations
August 13
MCUA Office
2055 Craigshire Rd.
St. Louis, MO 63146

August 14
MCUA Office
223 Madison St.
Jefferson City, MO 65101

August 15
MCUA Office
6220 Blue Ridge Cut-Off Ste. 300
Kansas City, MO 64133

August 16
BluCurrent Credit Union
1770 W. Sunset
Springfield, MO 65807

Asset Size Discount Price
< $10M 75% $37.25
$10M to < $20M 50% $74.50
$20M-$30M 25% $111.75
$30M + Regular Rate $149.00

 

 

 

 

 

 

Click here to register and learn more. Find the August calendar and click on your desired location.

 

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