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BEGIN:VEVENT
DTSTART:20161116T133000Z
DTEND:20161116T150000Z
LOCATION:Gleneagles Country Club
UID:1320920161116T133000ZPowers of Attorney from a Bank's Perspective
DTSTAMP:20260514T102650Z
DESCRIPTION:\n \n \nBREAKFAST MEETING\n \nWEDNESDAY, NOVEMBER 16, 2016\n \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)\n \nNOTE:  MEETING LOCATION\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRESERVATION DEADLINE:  WEDNESDAY, NOVEMBER 9, 5:00 p.m.\n \n(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, NOVEMBER 9, 5:00 p.m.)\n \n \n \nPower of Attorney from a Bank’s Perspective\n \nJAMI RASCO\n \nSponsored by North Dallas Bank & Trust Company\n \n \n \nThis 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. \n \n \n \nContinuing education credits are pending for this program.\n \n \n \nMembership dues do not include meals.  Credit Cards are now accepted  - scroll down to the bottom of the page to register.\n \nTo 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.\n \n \n \nMember: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15\n \n \n \nName: _______________________________________\n \n____$25  ___$30 ____$15\n \nE-Mail: ______________________________________\n \nPhone Number: ________________________________\n \n \n \nName: ________________________________________ \n \n ____$25   ___$30  ____$15\n \nE-Mail: ______________________________________\n \nPhone Number: ________________________________\n \n \n \nNOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20\n \n \n \nWe 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. \n \n \n \nTO REGISTER ONLINE WITH A CREDIT CARD:\n \nCLICK ”REGISTER NOW”  \n \nComplete the contact information\n 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
SUMMARY:Powers of Attorney from a Bank's Perspective - Estate Planning Council of North Texas 
PRIORITY:3
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TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
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