Event Details*
Thursday, September 05, 2024
2:00 - 3:30 pm ET
Webinar
Event Registration**
Member Price: Free
Non-Member Price: Members Only
Every year banks and credit unions in the USA report over $1Billion is dormant and/lost bank property. Experts from Linking Assets, Inc. and DMA Inc. will provide an exciting hour on this unique topic. Join this informative session on how banks and credit unions must follow the complex requirements for unclaimed property compliance. Each state has their unique unclaimed property law; ensuring your customers and members are active is not easy task. Learn when the dormancy clock starts for CD’s and IRA’s, what is Linkage and complexities of reporting safe deposit box contents.
Speakers:
• Michael Ryan, Director of Business Development, Linking Assests
• Sarah Stojkovic, Manager, Unclaimed Property DuCharme, McMillen & Associates, Inc.
Audience:
• Operations
• Member Services
*Please note that the access information will be sent to you in a separate email upon receipt of payment. Access information and support are only provided during normal business hours.