Check Out Upcoming Compliance Lunch & Learns

The next set of Compliance Lunch & Learns will take place virtually on the Zoom platform in March. The topic will be the same for each session, with each session focusing on a different state. Anyone is welcome to attend any of the sessions, however, local regulations will be discussed regarding that particular state.

The topic is What You Need to Know About POA & Trusts, led by local attorneys in each state: Jeremy Goodman in AZ: Mark Robey will discuss WY regulations; and Bob Wilson in Colorado.

Cost:  $50/ person
Discount:  $25/ person with two or more attendees from the same credit union

Click on the link to the program you’re interested in:
March 16 Compliance Lunch & Learn: AZ Focused
March 18 Compliance Lunch & Learn: WY Focused
March 24 Compliance Lunch & Learn: CO Focused