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X-WR-CALDESC:Events for The Trust Company of Tennessee
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250227T090000
DTEND;TZID=America/New_York:20250227T103000
DTSTAMP:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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:20260503T125706
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T100000
DTEND;TZID=America/New_York:20240620T110000
DTSTAMP:20260503T125706
CREATED:20240523T175615Z
LAST-MODIFIED:20240523T175615Z
UID:10000185-1718877600-1718881200@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/7916-2/
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240423T130000
DTEND;TZID=America/New_York:20240423T143000
DTSTAMP:20260503T125706
CREATED:20231219T133042Z
LAST-MODIFIED:20231219T133042Z
UID:10000112-1713877200-1713882600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Shelter from the Storm - Anticipating and Avoiding Breach of Fiduciary Duty Claims
DESCRIPTION:The roles of beneficiary and fiduciary by their inherent nature have the potential to engender conflict. Over recent decades\, this conflict has been exacerbated by increasing demands of beneficiaries and expanded theories of fiduciary liability – flowing in part simply from the more litigious nature of society and in part from changes in trust law generally tilting toward enhancing the rights of beneficiaries. This teleconference will address the following themes: \n\nAlways the most common sources of friction: distributions and investments\nDesign and use of governing instrument provisions to insulate the fiduciary\nEffect of reliance on counsel by fiduciary\nEffect of waiver and/or consent and/or receipt of accountings by 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-shelter-from-the-storm-anticipating-and-avoiding-breach-of-fiduciary-duty-claims/
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:20240423T130000
DTEND;TZID=America/New_York:20240423T143000
DTSTAMP:20260503T125706
CREATED:20231219T133042Z
LAST-MODIFIED:20231219T133042Z
UID:10000180-1713877200-1713882600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Shelter from the Storm - Anticipating and Avoiding Breach of Fiduciary Duty Claims
DESCRIPTION:The roles of beneficiary and fiduciary by their inherent nature have the potential to engender conflict. Over recent decades\, this conflict has been exacerbated by increasing demands of beneficiaries and expanded theories of fiduciary liability – flowing in part simply from the more litigious nature of society and in part from changes in trust law generally tilting toward enhancing the rights of beneficiaries. This teleconference will address the following themes: \n\nAlways the most common sources of friction: distributions and investments\nDesign and use of governing instrument provisions to insulate the fiduciary\nEffect of reliance on counsel by fiduciary\nEffect of waiver and/or consent and/or receipt of accountings by 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-shelter-from-the-storm-anticipating-and-avoiding-breach-of-fiduciary-duty-claims-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:20240221T100000
DTEND;TZID=America/New_York:20240221T110000
DTSTAMP:20260503T125706
CREATED:20240114T193329Z
LAST-MODIFIED:20240114T193329Z
UID:10000064-1708509600-1708513200@thetrust.com
SUMMARY:Retirement Plan Academy: 2024 Investment Themes & Portfolio Changes
DESCRIPTION:What changes should you make to your investments in 2024? 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 2024.\nFuture return assumptions for stocks\, bonds\, and real assets.\nSteps to take for your retirement plan and personal accounts.\n\n  \nFeatured Speaker\nMiranda Carr\, CFA® \nChief Investment Officer\, The Trust Company of Tennessee \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/retirement-plan-academy-2024-investment-themes-portfolio-changes/
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240221T100000
DTEND;TZID=America/New_York:20240221T110000
DTSTAMP:20260503T125706
CREATED:20240114T193329Z
LAST-MODIFIED:20240114T193329Z
UID:10000184-1708509600-1708513200@thetrust.com
SUMMARY:Retirement Plan Academy: 2024 Investment Themes & Portfolio Changes
DESCRIPTION:What changes should you make to your investments in 2024? 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 2024.\nFuture return assumptions for stocks\, bonds\, and real assets.\nSteps to take for your retirement plan and personal accounts.\n\n  \nFeatured Speaker\nMiranda Carr\, CFA® \nChief Investment Officer\, The Trust Company of Tennessee \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/retirement-plan-academy-2024-investment-themes-portfolio-changes-2/
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240220T130000
DTEND;TZID=America/New_York:20240220T143000
DTSTAMP:20260503T125706
CREATED:20231219T132845Z
LAST-MODIFIED:20231219T132845Z
UID:10000111-1708434000-1708439400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: State Income Tax Issues with Trusts
DESCRIPTION:There’s a wide variety of fiduciary income tax laws among the states. In fact\, many states have no fiduciary income tax at all or have a fiduciary income tax regime that is easily avoided. Given these facts\, and considering our mobile society\, estate planning professionals need to be conversant with how to structure estate planning vehicles and transactions to minimize state income taxes. Many factors\, sometimes leading to conflicting results in\, or tax being imposed by\, multiple states\, must be taken into account. During this teleconference\, we’ll discuss the following: \n\nHow a trust is or may become subject to a state’s income tax\nConstitutional challenges to a state’s taxation of a trust\nChanging a trust’s residency to avoid state income tax\nDetermining the source of income for state income tax purposes\nTrusts that are subject to state income tax in more than one state\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-state-income-tax-issues-with-trusts/
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:20240220T130000
DTEND;TZID=America/New_York:20240220T143000
DTSTAMP:20260503T125706
CREATED:20231219T132845Z
LAST-MODIFIED:20231219T132845Z
UID:10000179-1708434000-1708439400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: State Income Tax Issues with Trusts
DESCRIPTION:There’s a wide variety of fiduciary income tax laws among the states. In fact\, many states have no fiduciary income tax at all or have a fiduciary income tax regime that is easily avoided. Given these facts\, and considering our mobile society\, estate planning professionals need to be conversant with how to structure estate planning vehicles and transactions to minimize state income taxes. Many factors\, sometimes leading to conflicting results in\, or tax being imposed by\, multiple states\, must be taken into account. During this teleconference\, we’ll discuss the following: \n\nHow a trust is or may become subject to a state’s income tax\nConstitutional challenges to a state’s taxation of a trust\nChanging a trust’s residency to avoid state income tax\nDetermining the source of income for state income tax purposes\nTrusts that are subject to state income tax in more than one state\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-state-income-tax-issues-with-trusts-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:20240123T130000
DTEND;TZID=America/New_York:20240123T143000
DTSTAMP:20260503T125706
CREATED:20231219T132645Z
LAST-MODIFIED:20231219T132645Z
UID:10000110-1706014800-1706020200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Spousal Lifetime Access Trusts - A Fleeting Opportunity
DESCRIPTION:The Tax Cuts and Jobs Act brought historically high estate and gift tax exemptions. With the seemingly inevitable “sunset” of the Act looming on the horizon\, spousal lifetime access trusts (“SLATS”) have been widely promoted in recent years as the best “have-your-cake-and-eat-it-too” estate planning strategy out there. In this program\, we’ll explore several aspects of the design\, creation and administration of a SLAT\, including: \n\nPurposes\nHow best to fund to minimize tax risk\nCurrent and future beneficiaries\nInitial and successor Trustees\nPitfalls to avoid\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \n About 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.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-spousal-lifetime-access-trusts-a-fleeting-opportunity/
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:20240123T130000
DTEND;TZID=America/New_York:20240123T143000
DTSTAMP:20260503T125706
CREATED:20231219T132645Z
LAST-MODIFIED:20231219T132645Z
UID:10000178-1706014800-1706020200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Spousal Lifetime Access Trusts - A Fleeting Opportunity
DESCRIPTION:The Tax Cuts and Jobs Act brought historically high estate and gift tax exemptions. With the seemingly inevitable “sunset” of the Act looming on the horizon\, spousal lifetime access trusts (“SLATS”) have been widely promoted in recent years as the best “have-your-cake-and-eat-it-too” estate planning strategy out there. In this program\, we’ll explore several aspects of the design\, creation and administration of a SLAT\, including: \n\nPurposes\nHow best to fund to minimize tax risk\nCurrent and future beneficiaries\nInitial and successor Trustees\nPitfalls to avoid\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \n About 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.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-spousal-lifetime-access-trusts-a-fleeting-opportunity-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:20231206T080000
DTEND;TZID=America/New_York:20231206T093000
DTSTAMP:20260503T125706
CREATED:20230817T190558Z
LAST-MODIFIED:20230822T184418Z
UID:10000106-1701849600-1701855000@thetrust.com
SUMMARY:Alliance for Better Nonprofits: Secrets to Starting Your Board's First Investment Account and Investment Committee
DESCRIPTION:Board investment committees oversee and evaluate their nonprofit’s investment portfolio\, but sometimes it can be hard to know where to start. Join us for a panel discussion in which we will share tips and challenges of creating a board investment committee. \nModerator\nChad Schollaert\, Chief Development Officer\, The Trust Company of Tennessee \nAbout Alliance for Better Nonprofits\nThe Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East Tennessee by building their capacity to be more efficient and effective in fulfilling their missions and serving their communities. At the same time\, ABN serves as a catalyst for collaboration aimed at reducing duplication and increasing cooperation among nonprofits seeking to address community issues.
URL:https://thetrust.com/event/alliance-for-better-nonprofits-secrets-to-starting-your-boards-first-investment-account-and-investment-committee/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2023/08/Trust-Company-Events-Calendar-Graphic-Standalone-Event-First-Investement.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231206T080000
DTEND;TZID=America/New_York:20231206T093000
DTSTAMP:20260503T125706
CREATED:20230817T190558Z
LAST-MODIFIED:20230817T190558Z
UID:10000175-1701849600-1701855000@thetrust.com
SUMMARY:Alliance for Better Nonprofits: Secrets to Starting Your Board's First Investment Account and Investment Committee
DESCRIPTION:Board investment committees oversee and evaluate their nonprofit’s investment portfolio\, but sometimes it can be hard to know where to start. Join us for a panel discussion in which we will share tips and challenges of creating a board investment committee. \nModerator\nChad Schollaert\, Chief Development Officer\, The Trust Company of Tennessee \nAbout Alliance for Better Nonprofits\nThe Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East Tennessee by building their capacity to be more efficient and effective in fulfilling their missions and serving their communities. At the same time\, ABN serves as a catalyst for collaboration aimed at reducing duplication and increasing cooperation among nonprofits seeking to address community issues.
URL:https://thetrust.com/event/alliance-for-better-nonprofits-secrets-to-starting-your-boards-first-investment-account-and-investment-committee-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2023/08/Trust-Company-Events-Calendar-Graphic-Standalone-Event-First-Investement.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231108T080000
DTEND;TZID=America/New_York:20231108T093000
DTSTAMP:20260503T125706
CREATED:20230817T184545Z
LAST-MODIFIED:20230817T184545Z
UID:10000105-1699430400-1699435800@thetrust.com
SUMMARY:Alliance for Better Nonprofits: 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 Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \nAbout Alliance for Better Nonprofits\nThe Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East Tennessee by building their capacity to be more efficient and effective in fulfilling their missions and serving their communities. At the same time\, ABN serves as a catalyst for collaboration aimed at reducing duplication and increasing cooperation among nonprofits seeking to address community issues.
URL:https://thetrust.com/event/alliance-for-better-nonprofits-nonprofit-investing-best-practices-and-trends/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2023/07/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Nonprofit-Investing.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231108T080000
DTEND;TZID=America/New_York:20231108T093000
DTSTAMP:20260503T125706
CREATED:20230817T184545Z
LAST-MODIFIED:20230817T184545Z
UID:10000174-1699430400-1699435800@thetrust.com
SUMMARY:Alliance for Better Nonprofits: 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 Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \nAbout Alliance for Better Nonprofits\nThe Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper East Tennessee by building their capacity to be more efficient and effective in fulfilling their missions and serving their communities. At the same time\, ABN serves as a catalyst for collaboration aimed at reducing duplication and increasing cooperation among nonprofits seeking to address community issues.
URL:https://thetrust.com/event/alliance-for-better-nonprofits-nonprofit-investing-best-practices-and-trends-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2023/07/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Nonprofit-Investing.png
END:VEVENT
END:VCALENDAR