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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260304T100000
DTEND;TZID=America/New_York:20260304T110000
DTSTAMP:20260430T154546
CREATED:20260211T211443Z
LAST-MODIFIED:20260212T214408Z
UID:10000196-1772618400-1772622000@thetrust.com
SUMMARY:Retirement Plan Academy: 2026 Investment Themes & Portfolio Changes
DESCRIPTION:What changes should you make to your investments in 2026? Join us as we discuss: \n\nInvestment changes at The Trust Company of Tennessee to position client accounts for the future.\nInvestment themes we think will drive markets in 2026.\nFuture return assumptions for stocks\, bonds\, and real assets.\nSteps to take for your retirement plan and personal accounts.\n\nFeatured Speaker\nMiranda Carr\, CFA®\nChief Investment Officer\, The Trust Company of Tennessee \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings here.
URL:https://thetrust.com/event/2026-investment-themes-portfolio-changes/
LOCATION:Virtual
CATEGORIES:Corporate Retirement
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260128T170000
DTEND;TZID=America/New_York:20260128T183000
DTSTAMP:20260430T154546
CREATED:20251126T185315Z
LAST-MODIFIED:20251126T185315Z
UID:10000195-1769619600-1769625000@thetrust.com
SUMMARY:Wise Women - Caring for Aging Parents and Children at the Same Time?
DESCRIPTION:Join us for a discussion addressing the challenges as a caregiver in the “sandwich generation.” Learn legal and financial tips for planning for the future on two fronts. \nBecause when women support women\, incredible things happen. \nComplimentary drinks and hors d’oeuvres will be served. \nRegistration required.
URL:https://thetrust.com/event/wise-women-caring-for-aging-parents-and-children-at-the-same-time/
LOCATION:Chattanooga Golf & Country Club\, 1511 Riverview Road\, Chattanooga\, 37405\, United States
CATEGORIES:Wealth Management
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2022/04/Trust-Company-Events-Calendar-Graphic-Wise-Women-Series.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251021T130000
DTEND;TZID=America/New_York:20251021T143000
DTSTAMP:20260430T154546
CREATED:20241224T141014Z
LAST-MODIFIED:20241224T141014Z
UID:10000126-1761051600-1761057000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Charitable Giving – Seeking the Perfect Match Between Donor and Donee
DESCRIPTION:Estate planners should help clients determine their philanthropic goals and develop the most effective strategies to attain those goals. This includes identifying the target donee(s) and ensuring that gifts\, bequests and distributions will be tax-efficient and in amounts\, at times and for purposes consistent with the donor’s wishes. We’ll take a close look at the following: \n\nChoosing the “right” vehicle by which to confer and optimize charitable benefits\nMechanics and advantages of directing qualified retirement assets to charity\nTrust distributions and the sometimes-elusive Section 642(c) deduction\nSection 501(c)(4) organizations\n\n  \nLight snacks will be served beginning at 12:45 p.m. The teleconference is from 1-2:30 p.m. and is held onsite at The Trust Company of Tennessee.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-charitable-giving-seeking-the-perfect-match-between-donor-and-donee/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
CATEGORIES:Wealth Management
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250923T130000
DTEND;TZID=America/New_York:20250923T143000
DTSTAMP:20260430T154546
CREATED:20241224T140851Z
LAST-MODIFIED:20241224T140851Z
UID:10000125-1758632400-1758637800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Trust Situs and Governing Law Considerations
DESCRIPTION:There’s a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one’s point of view. Estate planning professionals need to be cognizant of the fact that a trust’s situs and governing law\, whether as originally established or later validly changed\, will often have significant impact on how certain language in the trust instrument is interpreted\, how the trust is administered and the extent to which the trust’s objectives are able to be achieved. This webinar will highlight: \n\nThe meaning of “situs” and “principal place of administration”\nSpecific results that may flow from a trust’s situs and its governing law\nSelecting or determining a trust’s governing law and situs\nEstablishing a trust in or moving it to a target jurisdiction\n\n  \nLight snacks will be served beginning at 12:45 p.m. The teleconference is from 1-2:30 p.m. and is held onsite at The Trust Company of Tennessee.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-trust-situs-and-governing-law-considerations-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
CATEGORIES:Wealth Management
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250722T130000
DTEND;TZID=America/New_York:20250722T143000
DTSTAMP:20260430T154546
CREATED:20241224T140702Z
LAST-MODIFIED:20241224T140702Z
UID:10000124-1753189200-1753194600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Balancing Income Tax Planning and Estate Tax Planning
DESCRIPTION:Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country’s political and economic climate. Far more often than not\, when an estate planner designs a plan\, the planner doesn’t know what the tax laws will look like when the plan is implemented. In addition\, in some cases\, the composition and aggregate value of a client’s estate changes materially between the time when estate planning documents were signed and the client’s death. Thus\, building flexibility into estate plans so that post-death decisions can be made to minimize estate tax\, or income tax\, as appropriate\, is paramount. In this webinar\, we will focus on: \n\nPortability and “Clayton” QTIP trusts\nUsing general powers of appointment and other strategies to achieve “free” basis step-up\nDesign and uses of long-term\, multigenerational trusts\nMinimizing trust-level income taxes\n\n  \nLight snacks will be served beginning at 12:45 p.m. The teleconference is from 1-2:30 p.m. and is held onsite at The Trust Company of Tennessee.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-balancing-income-tax-planning-and-estate-tax-planning-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
CATEGORIES:Wealth Management
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250520T130000
DTEND;TZID=America/New_York:20250520T143000
DTSTAMP:20260430T154546
CREATED:20241224T140429Z
LAST-MODIFIED:20241224T142205Z
UID:10000123-1747746000-1747751400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Administration of Non-Standard Trust Investments
DESCRIPTION:The bane of many a Trustee’s existence is the responsibility and potential liability associated with holding\, and perhaps having to dispose of\, trust property that does not readily lend itself to routine trust administration. Such types of trust property include various types of tangible personal property\, various categories of real estate\, closely held business equity\, mineral interests\, intellectual property\, digital assets and even concentrations of traditional trust assets. In addition to the practical administrative challenges the Trustee faces in handling unusual trust investments\, the Trustee may also be confronted with conflicting demands from beneficiaries regarding those investments. In this webinar\, we’ll introduce and evaluate the following topics: \n\nThe Uniform Prudent Investor Act and a Trustee’s duty of diversification\nUnique challenges arising from holding a closely held business interest\nTrust assets not in Trustee’s physical possession or direct control\nSteps to mitigate risk\n\n  \nLight snacks will be served beginning at 12:45 p.m. The teleconference is from 1-2:30 p.m. and is held onsite at The Trust Company of Tennessee.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-administration-of-non-standard-trust-investments-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
CATEGORIES:Wealth Management
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250520T130000
DTEND;TZID=America/New_York:20250520T143000
DTSTAMP:20260430T154546
CREATED:20241224T140429Z
LAST-MODIFIED:20241224T140429Z
UID:10000193-1747746000-1747751400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Administration of Non-Standard Trust Investments
DESCRIPTION:The bane of many a Trustee’s existence is the responsibility and potential liability associated with holding\, and perhaps having to dispose of\, trust property that does not readily lend itself to routine trust administration. Such types of trust property include various types of tangible personal property\, various categories of real estate\, closely held business equity\, mineral interests\, intellectual property\, digital assets and even concentrations of traditional trust assets. In addition to the practical administrative challenges the Trustee faces in handling unusual trust investments\, the Trustee may also be confronted with conflicting demands from beneficiaries regarding those investments. In this webinar\, we’ll introduce and evaluate the following topics: \n\nThe Uniform Prudent Investor Act and a Trustee’s duty of diversification\nUnique challenges arising from holding a closely held business interest\nTrust assets not in Trustee’s physical possession or direct control\nSteps to mitigate risk\n\n  \nLight snacks will be served beginning at 12:45 p.m. The teleconference is from 1-2:30 p.m. and is held onsite at The Trust Company of Tennessee.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-administration-of-non-standard-trust-investments-2-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
CATEGORIES:Wealth Management
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250508T090000
DTEND;TZID=America/New_York:20250508T103000
DTSTAMP:20260430T154546
CREATED:20250119T211437Z
LAST-MODIFIED:20250119T211437Z
UID:10000120-1746694800-1746700200@thetrust.com
SUMMARY:United Way of Greater Chattanooga: Mission-aligned Investing
DESCRIPTION:Wewill share some ways nonprofit investment committees can approach aligning their investment portfolios with their mission. \nFeatured Speakers\nMiranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with a major in finance from the University of Tennessee and an MBA from Columbia Business School with a focus on finance and economics. She is a CFA® charterholder. \nTracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition\, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.
URL:https://thetrust.com/event/united-way-of-greater-chattanooga-mission-aligned-investing/
LOCATION:United Way of Greater Chattanooga\, 630 Market St.\, Chattanooga\, 37402\, United States
CATEGORIES:Nonprofit Investing
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2024/12/Trust-Company-Events-Calendar-Graphics-United-Way-of-Greater-Chattanooga-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250508T090000
DTEND;TZID=America/New_York:20250508T103000
DTSTAMP:20260430T154546
CREATED:20250119T211437Z
LAST-MODIFIED:20250119T211437Z
UID:10000190-1746694800-1746700200@thetrust.com
SUMMARY:United Way of Greater Chattanooga: Mission-aligned Investing
DESCRIPTION:Wewill share some ways nonprofit investment committees can approach aligning their investment portfolios with their mission. \nFeatured Speakers\nMiranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with a major in finance from the University of Tennessee and an MBA from Columbia Business School with a focus on finance and economics. She is a CFA® charterholder. \nTracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition\, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.
URL:https://thetrust.com/event/united-way-of-greater-chattanooga-mission-aligned-investing-2/
LOCATION:United Way of Greater Chattanooga\, 630 Market St.\, Chattanooga\, 37402\, United States
CATEGORIES:Nonprofit Investing
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2024/12/Trust-Company-Events-Calendar-Graphics-United-Way-of-Greater-Chattanooga-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250327T090000
DTEND;TZID=America/New_York:20250327T103000
DTSTAMP:20260430T154546
CREATED:20250119T211359Z
LAST-MODIFIED:20250119T211359Z
UID:10000119-1743066000-1743071400@thetrust.com
SUMMARY:United Way of Greater Chattanooga: Planned Giving for Endowments
DESCRIPTION:We will cover planned giving and IRA areas of opportunity for nonprofits\, both with current supporters and opportunities to uncover new prospective donors. \nFeatured Speakers\nAs Vice President and Managing Director of The Trust Company’s Chattanooga office\, Zach Hurst provides holistic services to his clients\, including budgeting and financial planning\, portfolio management\, retirement planning\, tax strategies and estate planning. Zach earned a Bachelor of Science from Western Carolina University and a Masters of Education from the University of Georgia. He holds the Accredited Investment Fiduciary (AIF®) designation and is a CERTIFIED FINANCIAL PLANNER™. His volunteer activities and board memberships include the Chattanooga Regional Homeless Coalition board of directors\, The University of Tennessee at Chattanooga Planned Giving Advisory Council\, Mountain City Club board of governors and Forest Hills Cemetery board of directors. \nTracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition\, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.
URL:https://thetrust.com/event/united-way-of-greater-chattanooga-planned-giving-for-endowments/
LOCATION:United Way of Greater Chattanooga\, 630 Market St.\, Chattanooga\, 37402\, United States
CATEGORIES:Nonprofit Investing
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2024/12/Trust-Company-Events-Calendar-Graphics-United-Way-of-Greater-Chattanooga-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250327T090000
DTEND;TZID=America/New_York:20250327T103000
DTSTAMP:20260430T154546
CREATED:20250119T211359Z
LAST-MODIFIED:20250119T211359Z
UID:10000189-1743066000-1743071400@thetrust.com
SUMMARY:United Way of Greater Chattanooga: Planned Giving for Endowments
DESCRIPTION:We will cover planned giving and IRA areas of opportunity for nonprofits\, both with current supporters and opportunities to uncover new prospective donors. \nFeatured Speakers\nAs Vice President and Managing Director of The Trust Company’s Chattanooga office\, Zach Hurst provides holistic services to his clients\, including budgeting and financial planning\, portfolio management\, retirement planning\, tax strategies and estate planning. Zach earned a Bachelor of Science from Western Carolina University and a Masters of Education from the University of Georgia. He holds the Accredited Investment Fiduciary (AIF®) designation and is a CERTIFIED FINANCIAL PLANNER™. His volunteer activities and board memberships include the Chattanooga Regional Homeless Coalition board of directors\, The University of Tennessee at Chattanooga Planned Giving Advisory Council\, Mountain City Club board of governors and Forest Hills Cemetery board of directors. \nTracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition\, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.
URL:https://thetrust.com/event/united-way-of-greater-chattanooga-planned-giving-for-endowments-2/
LOCATION:United Way of Greater Chattanooga\, 630 Market St.\, Chattanooga\, 37402\, United States
CATEGORIES:Nonprofit Investing
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2024/12/Trust-Company-Events-Calendar-Graphics-United-Way-of-Greater-Chattanooga-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250318T130000
DTEND;TZID=America/New_York:20250318T143000
DTSTAMP:20260430T154546
CREATED:20241224T140328Z
LAST-MODIFIED:20241224T140328Z
UID:10000122-1742302800-1742308200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Mathematics and Economics of Estate Planning
DESCRIPTION:With the almost certainly impending sunset of many of the provisions enacted as part of the 2017 Tax Act\, high net worth individuals and families should be considering sale\, gift or loan transactions currently or in the immediate future. To distinguish ourselves and make clients comfortable with our recommendations\, we need to have a thorough understanding of how to calculate the potential benefits of any proposed transaction and convincingly explain our recommendations to clients. The following scenarios will be discussed during this webinar: \n\nTaking advantage of the historically high (for now) basic exclusion amount\, including the benefits of portability\nThe importance of life expectancy in determining the appropriate transaction\nAnalysis of the benefit of a grantor’s paying the income tax incurred by a grantor trust\nTaking into consideration basis step-up when analyzing gifting alternatives\n\n  \nLight snacks will be served beginning at 12:45 p.m. The teleconference is from 1-2:30 p.m. and is held onsite at The Trust Company of Tennessee.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-mathematics-and-economics-of-estate-planning/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
CATEGORIES:Wealth Management
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250318T130000
DTEND;TZID=America/New_York:20250318T143000
DTSTAMP:20260430T154546
CREATED:20241224T140328Z
LAST-MODIFIED:20241224T140328Z
UID:10000192-1742302800-1742308200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Mathematics and Economics of Estate Planning
DESCRIPTION:With the almost certainly impending sunset of many of the provisions enacted as part of the 2017 Tax Act\, high net worth individuals and families should be considering sale\, gift or loan transactions currently or in the immediate future. To distinguish ourselves and make clients comfortable with our recommendations\, we need to have a thorough understanding of how to calculate the potential benefits of any proposed transaction and convincingly explain our recommendations to clients. The following scenarios will be discussed during this webinar: \n\nTaking advantage of the historically high (for now) basic exclusion amount\, including the benefits of portability\nThe importance of life expectancy in determining the appropriate transaction\nAnalysis of the benefit of a grantor’s paying the income tax incurred by a grantor trust\nTaking into consideration basis step-up when analyzing gifting alternatives\n\n  \nLight snacks will be served beginning at 12:45 p.m. The teleconference is from 1-2:30 p.m. and is held onsite at The Trust Company of Tennessee.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-mathematics-and-economics-of-estate-planning-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
CATEGORIES:Wealth Management
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250227T090000
DTEND;TZID=America/New_York:20250227T103000
DTSTAMP:20260430T154546
CREATED:20250119T211320Z
LAST-MODIFIED:20250119T211320Z
UID:10000118-1740646800-1740652200@thetrust.com
SUMMARY:United Way of Greater Chattanooga: Nonprofit Investing Best Practices and Trends
DESCRIPTION:Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations\, endowments\, and quasi-endowments. \nFeatured Speakers\nMiranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with a major in finance from the University of Tennessee and an MBA from Columbia Business School with a focus on finance and economics. She is a CFA® charterholder. \nTracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition\, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.
URL:https://thetrust.com/event/united-way-of-greater-chattanooga-nonprofit-investing-best-practices-and-trends/
LOCATION:United Way of Greater Chattanooga\, 630 Market St.\, Chattanooga\, 37402\, United States
CATEGORIES:Nonprofit Investing
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2024/12/Trust-Company-Events-Calendar-Graphics-United-Way-of-Greater-Chattanooga-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250227T090000
DTEND;TZID=America/New_York:20250227T103000
DTSTAMP:20260430T154546
CREATED:20250119T211320Z
LAST-MODIFIED:20250119T211320Z
UID:10000188-1740646800-1740652200@thetrust.com
SUMMARY:United Way of Greater Chattanooga: Nonprofit Investing Best Practices and Trends
DESCRIPTION:Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations\, endowments\, and quasi-endowments. \nFeatured Speakers\nMiranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with a major in finance from the University of Tennessee and an MBA from Columbia Business School with a focus on finance and economics. She is a CFA® charterholder. \nTracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition\, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.
URL:https://thetrust.com/event/united-way-of-greater-chattanooga-nonprofit-investing-best-practices-and-trends-2/
LOCATION:United Way of Greater Chattanooga\, 630 Market St.\, Chattanooga\, 37402\, United States
CATEGORIES:Nonprofit Investing
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2024/12/Trust-Company-Events-Calendar-Graphics-United-Way-of-Greater-Chattanooga-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T100000
DTEND;TZID=America/New_York:20250212T110000
DTSTAMP:20260430T154546
CREATED:20250102T223145Z
LAST-MODIFIED:20250102T223145Z
UID:10000127-1739354400-1739358000@thetrust.com
SUMMARY:Retirement Plan Academy: 2025 Investment Themes & Portfolio Changes
DESCRIPTION:What changes should you make to your investments in 2025? Join us as we discuss: \n\nInvestment changes at The Trust Company of Tennessee to position client accounts for the future.\nInvestment themes we think will drive markets in 2025.\nFuture return assumptions for stocks\, bonds\, and real assets.\nSteps to take for your retirement plan and personal accounts.\n\nFeatured Speaker\nMiranda Carr\, CFA® \nChief Investment Officer\, The Trust Company of Tennessee \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings here. \n 
URL:https://thetrust.com/event/retirement-plan-academy-2025-investment-themes-portfolio-changes/
LOCATION:Virtual
CATEGORIES:Corporate Retirement
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T100000
DTEND;TZID=America/New_York:20250212T110000
DTSTAMP:20260430T154546
CREATED:20250102T223145Z
LAST-MODIFIED:20250102T223145Z
UID:10000194-1739354400-1739358000@thetrust.com
SUMMARY:Retirement Plan Academy: 2025 Investment Themes & Portfolio Changes
DESCRIPTION:What changes should you make to your investments in 2025? Join us as we discuss: \n\nInvestment changes at The Trust Company of Tennessee to position client accounts for the future.\nInvestment themes we think will drive markets in 2025.\nFuture return assumptions for stocks\, bonds\, and real assets.\nSteps to take for your retirement plan and personal accounts.\n\nFeatured Speaker\nMiranda Carr\, CFA® \nChief Investment Officer\, The Trust Company of Tennessee \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings here. \n 
URL:https://thetrust.com/event/retirement-plan-academy-2025-investment-themes-portfolio-changes-2/
LOCATION:Virtual
CATEGORIES:Corporate Retirement
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250121T130000
DTEND;TZID=America/New_York:20250121T143000
DTSTAMP:20260430T154546
CREATED:20241224T140058Z
LAST-MODIFIED:20241224T140058Z
UID:10000121-1737464400-1737469800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: GST Basics and Beyond – Not for the Faint of Heart
DESCRIPTION:The generation-skipping transfer (“GST”) tax is imposed\, in addition to estate tax or gift tax\, depending on the context\, on transfers to an individual who is two or more generations below the transferor (e.g.\, a grandchild or more remote descendant) and certain trusts. Prior to enactment of the GST tax\, after imposition of estate tax or gift tax\, an individual could pass property in trust through several generations free of any transfer tax. By approximating the transfer tax that would have been due if the trust property had been taxed at each generation level\, the GST tax essentially closes the loophole. In this program\, we’ll explore the essential elements of GST tax mechanics as well as planning to avoid GST tax\, including: \n\nUnique GST tax terminology\nGST exemption and exclusions\nCalculation of GST tax\nRules for allocating GST exemption\nSelected strategies to avoid or minimize GST tax\n\n  \nLight snacks will be served beginning at 12:45 p.m. The teleconference is from 1-2:30 p.m. and is held onsite at The Trust Company of Tennessee.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-gst-basics-and-beyond-not-for-the-faint-of-heart/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
CATEGORIES:Wealth Management
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250121T130000
DTEND;TZID=America/New_York:20250121T143000
DTSTAMP:20260430T154546
CREATED:20241224T140058Z
LAST-MODIFIED:20241224T140058Z
UID:10000191-1737464400-1737469800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: GST Basics and Beyond – Not for the Faint of Heart
DESCRIPTION:The generation-skipping transfer (“GST”) tax is imposed\, in addition to estate tax or gift tax\, depending on the context\, on transfers to an individual who is two or more generations below the transferor (e.g.\, a grandchild or more remote descendant) and certain trusts. Prior to enactment of the GST tax\, after imposition of estate tax or gift tax\, an individual could pass property in trust through several generations free of any transfer tax. By approximating the transfer tax that would have been due if the trust property had been taxed at each generation level\, the GST tax essentially closes the loophole. In this program\, we’ll explore the essential elements of GST tax mechanics as well as planning to avoid GST tax\, including: \n\nUnique GST tax terminology\nGST exemption and exclusions\nCalculation of GST tax\nRules for allocating GST exemption\nSelected strategies to avoid or minimize GST tax\n\n  \nLight snacks will be served beginning at 12:45 p.m. The teleconference is from 1-2:30 p.m. and is held onsite at The Trust Company of Tennessee.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-gst-basics-and-beyond-not-for-the-faint-of-heart-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
CATEGORIES:Wealth Management
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241210T130000
DTEND;TZID=America/New_York:20241210T143000
DTSTAMP:20260430T154546
CREATED:20231219T133648Z
LAST-MODIFIED:20231219T133826Z
UID:10000062-1733835600-1733841000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Application of Legal Ethics Rules When There's No Attorney-Client Relationship
DESCRIPTION:Our ethics obligations can differ drastically based on the categories of persons with whom we may interact. In estate planning\, as well as estate and trust administration\, we may be presented from time to time with situations in which the lines between client and non-client are sometimes blurred. We can find ourselves in difficult positions involving: \n\nProspective clients\nUnrepresented parties (including beneficiaries and Trustees)\nParties represented by other lawyers\nLawyers serving as Personal Representatives and Trustees\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \nAbout Cannon Estate Planning Teleconferences\nCannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics. \nThe industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials. \n  \n 
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-application-of-legal-ethics-rules-when-theres-no-attorney-client-relationship/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241210T130000
DTEND;TZID=America/New_York:20241210T143000
DTSTAMP:20260430T154546
CREATED:20231219T133648Z
LAST-MODIFIED:20231219T133648Z
UID:10000183-1733835600-1733841000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Application of Legal Ethics Rules When There's No Attorney-Client Relationship
DESCRIPTION:Our ethics obligations can differ drastically based on the categories of persons with whom we may interact. In estate planning\, as well as estate and trust administration\, we may be presented from time to time with situations in which the lines between client and non-client are sometimes blurred. We can find ourselves in difficult positions involving: \n\nProspective clients\nUnrepresented parties (including beneficiaries and Trustees)\nParties represented by other lawyers\nLawyers serving as Personal Representatives and Trustees\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \nAbout Cannon Estate Planning Teleconferences\nCannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics. \nThe industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials. \n  \n 
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-application-of-legal-ethics-rules-when-theres-no-attorney-client-relationship-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240917T130000
DTEND;TZID=America/New_York:20240917T143000
DTSTAMP:20260430T154546
CREATED:20231219T133432Z
LAST-MODIFIED:20231219T133432Z
UID:10000114-1726578000-1726583400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Multi-Faceted Conflicts Among Trust Beneficiaries\, Trustees\, the IRS and the Courts
DESCRIPTION:After the dust has settled\, trust beneficiaries who may think they just won the lottery are sometimes surprised to discover that their position in the trust relationship may be less advantageous than they envisioned. Beneficiaries sometimes must take affirmative steps to enforce their rights and may find that their complaints regarding trust administration are determined not to be justified. Further\, in some instances\, a beneficiary may be required to account for and return distributions that should not have been made. We’ll address the following themes during this teleconference: \n\nThe nature and timing of a beneficiary’s claims against a Trustee\nA beneficiary’s potential liability to the trust\nThe IRS’ pursuit of a trust beneficiary for a tax liability\nA beneficiary’s standing to sue a third party who transacts business with the trust\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \nAbout Cannon Estate Planning Teleconferences\nCannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics. \nThe industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials. \n 
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-multi-faceted-conflicts-among-trust-beneficiaries-trustees-the-irs-and-the-courts/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240917T130000
DTEND;TZID=America/New_York:20240917T143000
DTSTAMP:20260430T154546
CREATED:20231219T133432Z
LAST-MODIFIED:20231219T133432Z
UID:10000182-1726578000-1726583400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Multi-Faceted Conflicts Among Trust Beneficiaries\, Trustees\, the IRS and the Courts
DESCRIPTION:After the dust has settled\, trust beneficiaries who may think they just won the lottery are sometimes surprised to discover that their position in the trust relationship may be less advantageous than they envisioned. Beneficiaries sometimes must take affirmative steps to enforce their rights and may find that their complaints regarding trust administration are determined not to be justified. Further\, in some instances\, a beneficiary may be required to account for and return distributions that should not have been made. We’ll address the following themes during this teleconference: \n\nThe nature and timing of a beneficiary’s claims against a Trustee\nA beneficiary’s potential liability to the trust\nThe IRS’ pursuit of a trust beneficiary for a tax liability\nA beneficiary’s standing to sue a third party who transacts business with the trust\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \nAbout Cannon Estate Planning Teleconferences\nCannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics. \nThe industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials. \n 
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-multi-faceted-conflicts-among-trust-beneficiaries-trustees-the-irs-and-the-courts-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240829T100000
DTEND;TZID=America/New_York:20240829T110000
DTSTAMP:20260430T154546
CREATED:20240715T193455Z
LAST-MODIFIED:20240715T194504Z
UID:10000116-1724925600-1724929200@thetrust.com
SUMMARY:How Might the Election Impact Your Investments?
DESCRIPTION:Are you concerned about how the upcoming election could impact your personal or retirement plan investments? Join us to discuss: \n\nKey topics that will be the focus of the upcoming election\nHistorical impact of election years on market performance\nIf your personal situation warrants investment changes\nA Q&A session with Invesco’s Global Market Strategist\, who appears on CNBC\, CNN and Bloomberg TV\n\nGuest Speaker\nBrian Levitt\, Global Market Strategist\, Invesco
URL:https://thetrust.com/event/how-might-the-election-impact-your-investments/
LOCATION:Virtual
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2024/07/Trust-Company-Aug-Webinar.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240829T100000
DTEND;TZID=America/New_York:20240829T110000
DTSTAMP:20260430T154546
CREATED:20240715T193455Z
LAST-MODIFIED:20240715T193455Z
UID:10000186-1724925600-1724929200@thetrust.com
SUMMARY:How Might the Election Impact Your Investments?
DESCRIPTION:Are you concerned about how the upcoming election could impact your personal or retirement plan investments? Join us to discuss: \n\nKey topics that will be the focus of the upcoming election\nHistorical impact of election years on market performance\nIf your personal situation warrants investment changes\nA Q&A session with Invesco’s Global Market Strategist\, who appears on CNBC\, CNN and Bloomberg TV\n\nGuest Speaker\nBrian Levitt\, Global Market Strategist\, Invesco
URL:https://thetrust.com/event/how-might-the-election-impact-your-investments-2/
LOCATION:Virtual
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2024/07/Trust-Company-Aug-Webinar.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240812T080000
DTEND;TZID=America/New_York:20240812T093000
DTSTAMP:20260430T154546
CREATED:20240719T173637Z
LAST-MODIFIED:20240719T173637Z
UID:10000117-1723449600-1723455000@thetrust.com
SUMMARY:United Way of Greater Knoxville: Nonprofit Investment Committee Best Practices
DESCRIPTION:Do you serve on an Investment Committee for a nonprofit or are you a nonprofit professional in charge of leading an Investment Committee? If so\, this training is for you. \nLearn the essentials of fulfilling your fiduciary duty for nonprofit investments such as endowments\, foundations\, quasi-endowments or other investment accounts. \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee
URL:https://thetrust.com/event/united-way-of-greater-knoxville-nonprofit-investment-committee-best-practices/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2024/07/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Nonprofit-Investment-Commitee.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240812T080000
DTEND;TZID=America/New_York:20240812T093000
DTSTAMP:20260430T154546
CREATED:20240719T173637Z
LAST-MODIFIED:20240719T173637Z
UID:10000187-1723449600-1723455000@thetrust.com
SUMMARY:United Way of Greater Knoxville: Nonprofit Investment Committee Best Practices
DESCRIPTION:Do you serve on an Investment Committee for a nonprofit or are you a nonprofit professional in charge of leading an Investment Committee? If so\, this training is for you. \nLearn the essentials of fulfilling your fiduciary duty for nonprofit investments such as endowments\, foundations\, quasi-endowments or other investment accounts. \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee
URL:https://thetrust.com/event/united-way-of-greater-knoxville-nonprofit-investment-committee-best-practices-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2024/07/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Nonprofit-Investment-Commitee.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240723T130000
DTEND;TZID=America/New_York:20240723T143000
DTSTAMP:20260430T154546
CREATED:20231219T133238Z
LAST-MODIFIED:20231219T133238Z
UID:10000113-1721739600-1721745000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Nuts and Bolts of Trust Terminations
DESCRIPTION:The idea of bringing trust administration to a conclusion may seem to the Trustee like a relief – and\, in many respects\, it is. However\, terminating a trust isn’t nearly as simple as merely distributing its assets (and even that may not be so simple) and walking away. Numerous details must be successfully navigated along the way\, and\, if they aren’t\, unhappy beneficiaries will ensure sleepless nights for the Trustee. In this presentation\, we’ll delve into the following: \n\nIdentifying and locating named or designated remainder beneficiaries\nProperly allocating assets among and distributing them to the remainder beneficiaries\nIncome tax and generation-skipping transfer tax returns\nStatutes of limitation on actions by beneficiaries and IRS against Trustee\nPropriety of seeking releases from beneficiaries\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \nAbout Cannon Estate Planning Teleconferences\nCannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics. \nThe industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials. \n 
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-nuts-and-bolts-of-trust-terminations/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240723T130000
DTEND;TZID=America/New_York:20240723T143000
DTSTAMP:20260430T154546
CREATED:20231219T133238Z
LAST-MODIFIED:20231219T133238Z
UID:10000181-1721739600-1721745000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Nuts and Bolts of Trust Terminations
DESCRIPTION:The idea of bringing trust administration to a conclusion may seem to the Trustee like a relief – and\, in many respects\, it is. However\, terminating a trust isn’t nearly as simple as merely distributing its assets (and even that may not be so simple) and walking away. Numerous details must be successfully navigated along the way\, and\, if they aren’t\, unhappy beneficiaries will ensure sleepless nights for the Trustee. In this presentation\, we’ll delve into the following: \n\nIdentifying and locating named or designated remainder beneficiaries\nProperly allocating assets among and distributing them to the remainder beneficiaries\nIncome tax and generation-skipping transfer tax returns\nStatutes of limitation on actions by beneficiaries and IRS against Trustee\nPropriety of seeking releases from beneficiaries\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \nAbout Cannon Estate Planning Teleconferences\nCannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics. \nThe industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials. \n 
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-nuts-and-bolts-of-trust-terminations-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T100000
DTEND;TZID=America/New_York:20240620T110000
DTSTAMP:20260430T154546
CREATED:20240523T175615Z
LAST-MODIFIED:20240523T184003Z
UID:10000066-1718877600-1718881200@thetrust.com
SUMMARY:Retirement Plan Academy: Are Your Employees on Track for Retirement?
DESCRIPTION:Over the past year\, we’ve spoken to many employees who felt like events beyond their control have thrown them off financially. They are: \n\nConcerned that recent inflation has eroded their retirement savings.\nWorried about higher interest rates and the cost to purchase a home.\nNervous that their investments have been too volatile lately.\nUnsure if they will need to work longer.\n\nJoin us as we discuss ways that you and your retirement providers can help! We’ll review financial best practices at each age and demonstrate retirement planning software that can provide clarity to your employees. \n  \nGuest Speakers\nZach Hurst\, CFP®\, Managing Director\, Chattanooga \nSam Shelley\, CFP®\, Associate Relationship Manager \nMatt Zaczyk\, Client Specialist \n  \nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nView previous session topics and recordings here.
URL:https://thetrust.com/event/7916/
LOCATION:Virtual
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
END:VEVENT
END:VCALENDAR