Powers of Attorney from a Bank's Perspective
BREAKFAST MEETING
WEDNESDAY, NOVEMBER 16, 2016
(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
NOTE: MEETING LOCATION
GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)
RESERVATION DEADLINE: WEDNESDAY, NOVEMBER 9, 5:00 p.m.
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, NOVEMBER 9, 5:00 p.m.)
Power of Attorney from a Bank’s Perspective
JAMI RASCO
Sponsored by North Dallas Bank & Trust Company
This presentation will discuss the bank’s perspective in accepting a power of attorney, what the bank looks for in the power of attorney and why banks are overly cautious in the process. Jami Rasco has been in banking for 34 years and with Frost Bank for 22, is currently VP/Loss Prevention and is a certified fraud examiner. She has worked in all areas of the bank including operations, lending, teller, trainer and branch manager. She is currently the statewide liaison in all external fraud matters. Including: counterfeit checks, alterations, customer / employee embezzlement and identity theft and elder financial exploitation. Ms. Rasco is also in charge of keeping in touch and coordinating communications between Frost and the local law enforcement agencies.
Continuing education credits are pending for this program.
Membership dues do not include meals. Credit Cards are now accepted - scroll down to the bottom of the page to register.
To mail a check, please print and complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to: Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX 75238-8553. THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. Members who have already paid in advance for all meetings for the year MUST REGISTER ON THE WEBSITE (below) so we will have a count for the number of meals to prepare.
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
Name: _______________________________________
____$25 ___$30 ____$15
E-Mail: ______________________________________
Phone Number: ________________________________
Name: ________________________________________
____$25 ___$30 ____$15
E-Mail: ______________________________________
Phone Number: ________________________________
NOTE: WALK-IN PRICES ON DATE OF MEETING: Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20
We would like to thank the following Sponsors for their support for 2016-2017: Communities Foundation of Texas, FMV Opinions, Leu & Peirce, Lee Financial Corporation, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Texas Bank & Trust and The Catholic Foundation.
TO REGISTER ONLINE WITH A CREDIT CARD:
CLICK ”REGISTER NOW”
Complete the contact information
- Payment Method: click “Credit Card or PayPal”
- REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
- Click “Pay Now”
- “Pay with Debit or Credit Card”
- “PayPal Guest Checkout”
- “Pay Now”
- PLEASE NOTE: YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION
