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Health Savings Accounts - Annual Review of th...

Upcoming
  • Wed, January 31, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

Health Savings Accounts - Annual Review of the 'Do's and Don'ts'

Upcoming
  • Wed, January 31, 2024
  • Presented by Patrice Konarik

Customer Service, Deposit, Deposit Accounts, IRAs, Teller

HSAs are celebrating their 20th anniversary this year and we still have many questions on the responsibilities of the customers versus the bank. Some HSA custodians and trustees take on a role of the "HSA Police" in monitoring transactions and purchases. We sometimes have to draw a line to make sure we are not overstepping our boundaries and mixing it up with the customer's duties.

Beneficial Ownership Update - It’s Complicate...

Upcoming
  • Tue, February 13, 2024
  • Presented by Deborah Crawford
Deborah Crawford
$299.00

Beneficial Ownership Update - It’s Complicated!

Upcoming
  • Tue, February 13, 2024
  • Presented by Deborah Crawford

BSA, Compliance, General Compliance, Lending, Lending Compliance

What does 2024 bring for beneficial ownership rules?

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