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BEGIN:VEVENT
DTSTART:20250521T090000
RRULE:FREQ=DAILY;COUNT=1
CREATED:20261021T054237
DTSTAMP:20261021T054237
UID:MICHIGANCREDITUNIONLEAGUEE393
SEQUENCE:0
SUMMARY:Oakland Chapter upcoming education event, Specialty/Fiduciary Accounts: The Everyday Essentials, facilitated by Dan Holzman
LOCATION:Zoom
DESCRIPTION:The Oakland Chapter of Credit Unions cordially invites you to attend the upcoming education event, Specialty/Fiduciary Accounts: The Everyday Essentials, facilitated by Dan Holzman. This virtual event is for all interested credit union professionals- CEOs, Executives, Managers, and interested staff. Please forward this invitation to your team members as appropriate.\n\nThe aging of the Baby Boomer population and their desire to protect their assets and provide direction to their heirs has resulted in increased use of trusts and fiduciary documents to do so.  This session will concentrate on the complex issues involving their use.  It will provide guidelines to assist your credit union when opening trust accounts; how to handle power of attorney issues, and how to avoid liability with other representative account issues.  As an attendee, you will also have the opportunity to participate in a Q&A forum to address any outstanding questions regarding specialty accounts.\n\n	\n		\n			When: \n			Wednesday, May 21, 2025\n		\n		\n			Time: \n			9:00am - 11:30am\n		\n		\n			Cost: \n			$30 per person/per session\n		\n		\n			Where:\n			Zoom\n		\n		\n			RSVP:\n			Register HERE by May 16th\n		\n		\n			Facilitator: \n			Dan Holzman\n			Holzman Law, PLLC\n		\n		\n			Payment:\n			\n			Make checks payable to Oakland Chapter of Credit Unions\n\n			Michigan United Credit Union\n			Attn: Stacy Wilson\n			3501 Hamlin Rd\n			Auburn Hills, MI 48326\n			\n		\n	\n\nPlease include name of credit union, contact person name, phone, email and number of people attending with the check payment.  This registration requires an email address for each attendee to receive the Zoom invitation.\n\nFor questions, please contact Emily Roberts at 248.263.4151 or email emilyr@peopledrivencu.org.
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