Sally Larson Sargent
SVP & Head of Personal Trust
MB FINANCIAL BANK, N.A.
Rosemont, Illinois
Please join Shelley Goldfarb of TD Wealth Management and Sally Larson
Sargent of MB Financial Wealth Management in a town hall conversation
about their experiences in the preparation, documentation and
automation of administrative reviews. Attendees will gain an
understanding of:
Frequency of Reviews-How often/what account types.
Review Questions-Basics.
Source of Data-Internal (online) or External-(hard copy files).
Reg 9 Review-In relation to the Admin Review.
Automated Process vs. Manual Process-And the transition between.
