Trump Accounts A to Z: Minor Account & Employee Benefit

Frontline & New Accounts Human Resources IRA & HSA Deposit Account Compliance

On-Demand Webinar:

StreamedJul 8, 2026Duration90 minutes

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

See Registration Options

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.

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

BONUS MATERIALS

Trump Account handbook

WEBINAR DETAILS

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.

WHO SHOULD ATTEND?

Human resources
Investment staff
Training

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.