Recent legislative and regulatory developments have introduced a new savings account structure that financial institutions must understand.

This webinar provides a clear, practical explanation of how the account is structured, how it differs from existing products, and what banks must consider from a compliance and operations perspective. Attendees will leave better prepared to evaluate implementation, disclosures, and customer communication requirements.

Any bank with an Investment Department or an Investment Company would benefit from learning the rules and regulations of Trump Accounts. While it does not appear at this time the retail banks will be able to offer Trump Accounts at this time, that could change in the future, and your clients will be asking questions regarding Trump Accounts as it gets closer to the implementation date of July 2026.

• The structure and purpose of the new federally recognized savings account framework
• Key compliance, regulatory, and operational considerations for financial institutions
• Practical guidance on how this account compares to existing consumer deposit products

For registration questions, please contact OnCourse Customer Support,
866-512-9888, support@oncourselearning.com