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2019 Advanced New Accounts Seminar, Tulsa
September 11, 2019 @ 9:00 am - 4:00 pm CDT
You have the basics under your belt. It’s time to tackle the next level. We will break down the requirements and translate the legalese. We’ll make sure you know what laws and rules apply and what they say. You will learn not only what you need to do, but why and when. This program will get you up to speed on both practical and legal requirements for opening and documenting various types of non-basic new accounts.