Trusts, POAs & Estates Webinar

NCUL has partnered with the  Cooperative Credit Union Association (Delaware, Massachusetts, New Hampshire, Rhode Island) to offer more virtual training and professional development!  Below is one of the upcoming sessions that you and your team will be able to take part in.

All registration fees are determined by CCUA and registration is handled via their website.  Anyone interested in participating must create an account for their site prior to registering for any of the sessions.  The link to create an account is here:  Member Portal.

This course provides frontline staff with a practical understanding of trusts, powers of attorney (POAs), and estate accounts in the context of new account opening. Participants will learn how these account types of function, the roles and responsibilities associated with each, and their limitations. The course also covers key documentation requirements, red flags to watch for, and best practices to ensure accurate and compliant account setup. Ideal for staff who interact with members and handle account openings, this training builds confidence in navigating these complex but common account types.