[WSBAPT] BECU issues

[James B. Dolan]

Ask them if they will offer incentives to customers who transfer their
accounts from Bank of America to BECU J

 

-jbd-

 

 

From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Beth McDaniel
Sent: Wednesday, May 20, 2015 1:54 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] BECU issues

 

Mates,

 

I'm embarrassed by the delinquency of my request, but I have a meeting
tomorrow, May 21, 2015,  with a Vice President from BECU and someone from
their compliance department to address concerns and frustrations that I have
had over the years with BECU.  I would like to share your concerns too.  If
you have had an issue with BECU could you please send me an e-mail
describing what happened so that I can relay that to BECU?

 

The meeting stems from a lunch I had with the Vice President.  I shared with
her what I tell estate planning clients who have accounts and/or liabilities
with BECU.  I am thankful that they are open to a meeting and am optimistic
about a positive outcome.

 

My e-mail is beth at bethmcdaniel.com.  Thank you.

 

Beth A.McDaniel

Law Offices of Beth A. McDaniel, PLLC

272 Hardie Avenue SW

Renton, WA 98057

(425) 251-8880

fax:(425) 336-2505

 <http://www.bethmcdaniel.com/> www.bethmcdaniel.com

 <mailto:beth at bethmcdaniel.com> beth at bethmcdaniel.com

 

This communication contains confidential information and may be
attorney/client privileged.  If you are not the intended recipient, or
believe you have received this communication in error, please reply to the
sender stating that fact and delete the copy you received.

 

 

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