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New Accounts: Accounts Titling Session to be Held on July 23
Thursday, July 11, 2013 7:30 AM

A session on account ownership and account titling will be held on July 23 at the Credit Union House in Oklahoma City.  This event features John Baptista Jr., as the speaker, and will include specific steps in correctly setting up credit union member accounts.  Baptista has more than 35 years of experience in customer relations and more than 30 years of experience in the financial industry. 

The session will begin at 10 a.m., and will include a presentation describing forms of ownership and documentation required for various accounts.  Baptista has a practical approach to teaching and will help develop skills that can be used every day in the credit union. 

Baptista presented for an IRA training event in 2012 for the Credit Union Association of Oklahoma that was very well received.  Most attendees rated his session as “extremely satisfied”.  Attendee comments included, “very knowledgeable and can explain concepts in a simple way,” “I feel so much more confident about handling IRAs,” and “best and most informative IRA training I’ve attended.”

For more information, please visit the Education section of Cornerstone's website at https://www.cornerstoneleague.coop/new_accounts_seminar.html.

If you have any questions, please contact Carrie Buchholz by phone at 405-702-8622 ext. 215 or by email at cbuchholz@cornerstoneleague.coop.