Co-sponsored by BlackRock   SECURE Act 2.0 is the most substantial retirement plan legislation in the last 15 years. It includes 92 provisions that will impact retirement plans over the next decade. Join us as we discuss multiple provisions in this legislation, including: Higher catch-up limits Increasing Required Minimum Distribution (RMD) age Expansion of Roth […]

Co-sponsored by BlackRock   SECURE Act 2.0 is the most substantial retirement plan legislation in the last 15 years. It includes 92 provisions that will impact retirement plans over the next decade. Join us as we discuss multiple provisions in this legislation, including: Higher catch-up limits Increasing Required Minimum Distribution (RMD) age Expansion of Roth […]

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. Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee About Alliance for Better Nonprofits The Alliance for Better Nonprofits (ABN) serves nonprofits throughout […]

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 […]

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 […]

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 […]

What changes should you make to your investments in 2024? Join us as we discuss: Investment changes at The Trust Company of Tennessee to position client accounts for the future. […]

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 […]

Over the past year, we’ve spoken to many employees who felt like events beyond their control have thrown them off financially. They are: Concerned that recent inflation has eroded their […]

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 […]

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. […]

Are you concerned about how the upcoming election could impact your personal or retirement plan investments? Join us to discuss: Key topics that will be the focus of the upcoming […]