A Speaker Series for Our Client Family
As a way to say thank you and continue to provide more value to you, our wonderful clients, we have created a morning speaker series just for you!
The ideas is to provide a forum for you, your family, and any of your guests to attend to be introduced to helpful resources in our community, listen to motivational speakers, and learn more about topics we believe are important for you to know. All over coffee and breakfast refreshments provided by us!
Knowledge is power, so join us. It will be good to see you!
Seating is Limited so..
Reserve Your Seat Today!
And Bring a Guest if You’d Like!
“How Will They Know What to Do? Explaining the Role and Responsibilities of Your Successor Trustee”
This talk is back by popular demand.
It’s no surprise that this topic is so popular as we often get asked by our clients how their succesor trustees will know how to deal with the affairs of their trust. Some common questions: