Trump Accounts A to Z: Minor Account& Employee Benefit

Date:

Jul 8, 2026

Register

A brand new account type is already reshaping how families and employers build wealth for the next generation, and most institutions are not ready for it.

Get the full breakdown of Trump Accounts and learn how to turn this new opportunity into a competitive advantage for your organization and your accountholders.

Agenda

Jul 8, 2026
3:00 pm - 4:30 pm EST

Trump Accounts are a new type of tax-deferred savings account for children. These will be happening on three fronts. First, Trump Accounts will be opened in our investment departments. They will not be opened in our retail areas at this time. Second, this can be an incredible employee benefit offered through your cafeteria plans for employees to contribute to and employers to match. And third, some of you with newborns will qualify to have your children receive a $1000 contribution from the federal government. Over $4MM in Trump Accounts have already been opened. Join us to learn more about these accounts.

Topics

KEY WEBINAR TAKEAWAYS:

  • Mechanics of Trump Accounts
  • Trump Account as an employee benefit
  • Training investment staff so these accounts can be opened on location
  • Free $1000 Trump Account contribution for qualifying newborns
Speaker(s)

Deborah L. Crawford
Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees. Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.

Additional Information

WHO SHOULD ATTEND?

  • Human resources
  • Investment staff
  • Training
Fees

Live Webinar - $279

  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions

On-Demand Webinar - $279

  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact
Susan Clark   Silvia Regalado
Professional Development Coordinator   Professional Development Coordinator
o: 317-387-9380   o: 317-387-9380
d: 317-333-7169   d: 317-333-7170
sclark@indiana.bank   sregalado@indiana.bank