BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//The Trust Company of Tennessee - ECPv6.15.20//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:The Trust Company of Tennessee
X-ORIGINAL-URL:https://thetrust.com
X-WR-CALDESC:Events for The Trust Company of Tennessee
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20210314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20211107T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230221T130000
DTEND;TZID=America/New_York:20230221T143000
DTSTAMP:20260505T110004
CREATED:20221116T190735Z
LAST-MODIFIED:20221116T190735Z
UID:10000096-1676984400-1676989800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: The Intersection of Exceptional Estate Planning and Bad Trust Administration
DESCRIPTION:It’s possible to have a superb estate plan in concept\, including state-of-the-art estate planning documents\, only to have defective fiduciary administration cause components of the plan to short circuit or\, in some cases\, cause the whole plan to explode in flames. The results may range from loss of expected tax status or benefits to diversion of trust assets. In this session\, we’ll consider the importance of: \n\nFollowing governing instrument mandates to the letter\nExercising dispositive and investment discretion with care and sensitivity\nDesignating fiduciaries with expertise\, experience and integrity\nA Trustee’s developing cooperative and informative relationships with beneficiaries\n\nRegistered participants will receive a link to join the virtual conference. \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.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-the-intersection-of-exceptional-estate-planning-and-bad-trust-administration/
LOCATION:Virtual
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:20230221T130000
DTEND;TZID=America/New_York:20230221T143000
DTSTAMP:20260505T110004
CREATED:20221116T190735Z
LAST-MODIFIED:20221116T190735Z
UID:10000164-1676984400-1676989800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: The Intersection of Exceptional Estate Planning and Bad Trust Administration
DESCRIPTION:It’s possible to have a superb estate plan in concept\, including state-of-the-art estate planning documents\, only to have defective fiduciary administration cause components of the plan to short circuit or\, in some cases\, cause the whole plan to explode in flames. The results may range from loss of expected tax status or benefits to diversion of trust assets. In this session\, we’ll consider the importance of: \n\nFollowing governing instrument mandates to the letter\nExercising dispositive and investment discretion with care and sensitivity\nDesignating fiduciaries with expertise\, experience and integrity\nA Trustee’s developing cooperative and informative relationships with beneficiaries\n\nRegistered participants will receive a link to join the virtual conference. \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.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-the-intersection-of-exceptional-estate-planning-and-bad-trust-administration-2/
LOCATION:Virtual
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:20230202T100000
DTEND;TZID=America/New_York:20230202T110000
DTSTAMP:20260505T110004
CREATED:20221129T183257Z
LAST-MODIFIED:20221129T183257Z
UID:10000102-1675332000-1675335600@thetrust.com
SUMMARY:Retirement Plan Academy: 2023 Investment Themes and Portfolio Changes
DESCRIPTION:Are your investments positioned to navigate equity market volatility\, current Federal Reserve policy and a slowing economy? \nJoin 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 2023\nFuture return assumptions for stocks\, bonds and real assets\nSteps to take for your retirement plan and personal accounts\n\n Featured Speaker\nMiranda Carr\, CFA®\, Chief 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 monthly 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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-2023-investment-themes-and-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:20230202T100000
DTEND;TZID=America/New_York:20230202T110000
DTSTAMP:20260505T110004
CREATED:20221129T183257Z
LAST-MODIFIED:20221129T183257Z
UID:10000170-1675332000-1675335600@thetrust.com
SUMMARY:Retirement Plan Academy: 2023 Investment Themes and Portfolio Changes
DESCRIPTION:Are your investments positioned to navigate equity market volatility\, current Federal Reserve policy and a slowing economy? \nJoin 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 2023\nFuture return assumptions for stocks\, bonds and real assets\nSteps to take for your retirement plan and personal accounts\n\n Featured Speaker\nMiranda Carr\, CFA®\, Chief 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 monthly 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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-2023-investment-themes-and-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:20230105T100000
DTEND;TZID=America/New_York:20230105T110000
DTSTAMP:20260505T110004
CREATED:20221227T150356Z
LAST-MODIFIED:20221227T150356Z
UID:10000103-1672912800-1672916400@thetrust.com
SUMMARY:SECURE Act 2.0: How This Affects Your Retirement Plan
DESCRIPTION:SECURE Act 2.0 has passed and will bring substantial changes to retirement plans. \nJoin us as we discuss the many provisions in this legislation\, including: \n\nHigher catch-up limits\nIncreasing Required Minimum Distribution (RMD) age\nExpansion of Roth provisions\nNew tax credits\nAnd more!
URL:https://thetrust.com/event/secure-act-2-0-how-this-affects-your-retirement-plan/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2022/12/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Secure-Act-2.0.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230105T100000
DTEND;TZID=America/New_York:20230105T110000
DTSTAMP:20260505T110004
CREATED:20221227T150356Z
LAST-MODIFIED:20221227T150356Z
UID:10000171-1672912800-1672916400@thetrust.com
SUMMARY:SECURE Act 2.0: How This Affects Your Retirement Plan
DESCRIPTION:SECURE Act 2.0 has passed and will bring substantial changes to retirement plans. \nJoin us as we discuss the many provisions in this legislation\, including: \n\nHigher catch-up limits\nIncreasing Required Minimum Distribution (RMD) age\nExpansion of Roth provisions\nNew tax credits\nAnd more!
URL:https://thetrust.com/event/secure-act-2-0-how-this-affects-your-retirement-plan-2/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2022/12/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Secure-Act-2.0.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221213T130000
DTEND;TZID=America/New_York:20221213T143000
DTSTAMP:20260505T110004
CREATED:20211122T180134Z
LAST-MODIFIED:20211122T180134Z
UID:10000086-1670936400-1670941800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
DESCRIPTION:The world of estate planning and trust administration is fraught with a variety of landmines\, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference\, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention: \n\nDuty to File Amended Tax Returns\nRecognizing and Steering Clear of Tax Return Preparer Penalties\nHazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries\nPropriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-assorted-ethics-based-and-related-legal-conundrums-for-estate-professionals/
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:20221213T130000
DTEND;TZID=America/New_York:20221213T143000
DTSTAMP:20260505T110004
CREATED:20211122T180134Z
LAST-MODIFIED:20211122T180134Z
UID:10000154-1670936400-1670941800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
DESCRIPTION:The world of estate planning and trust administration is fraught with a variety of landmines\, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference\, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention: \n\nDuty to File Amended Tax Returns\nRecognizing and Steering Clear of Tax Return Preparer Penalties\nHazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries\nPropriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-assorted-ethics-based-and-related-legal-conundrums-for-estate-professionals-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:20221116T080000
DTEND;TZID=America/New_York:20221116T093000
DTSTAMP:20260505T110004
CREATED:20221107T180119Z
LAST-MODIFIED:20221108T175320Z
UID:10000095-1668585600-1668591000@thetrust.com
SUMMARY:Alliance for Better Nonprofits: Aligning Investments with Your Mission
DESCRIPTION:Join us for a discussion on how to align your organization’s values with your investment goals by incorporating mission-aligned investing. \n  \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \n  \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-aligning-investments-with-your-mission/
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/2022/11/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Alliance-for-Better-Nonprofits-Aligning-Investments-with-Your-Mission.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221116T080000
DTEND;TZID=America/New_York:20221116T093000
DTSTAMP:20260505T110004
CREATED:20221107T180119Z
LAST-MODIFIED:20221107T180119Z
UID:10000163-1668585600-1668591000@thetrust.com
SUMMARY:Alliance for Better Nonprofits: Aligning Investments with Your Mission
DESCRIPTION:Join us for a discussion on how to align your organization’s values with your investment goals by incorporating mission-aligned investing. \n  \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \n  \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-aligning-investments-with-your-mission-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/2022/11/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Alliance-for-Better-Nonprofits-Aligning-Investments-with-Your-Mission.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221115T130000
DTEND;TZID=America/New_York:20221115T143000
DTSTAMP:20260505T110004
CREATED:20211122T180007Z
LAST-MODIFIED:20220122T193409Z
UID:10000085-1668517200-1668522600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Qualified Retirement Plans and IRAs - What You Can and Can't Do
DESCRIPTION:Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive. We will address in this teleconference the following critical components of this estate planning subspecialty: \n\nUsing See-Through Trusts and Conduit Trusts Within SECURE Act Parameters\nTaking Maximum Advantage of Special Rules Available Only to a Spouse\nAvoiding Penalties Applicable to Qualified Plans and IRAs\nOverview of Prohibited Transactions\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-qualified-retirement-plan-and-iras-what-you-can-and-cant-do/
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:20221115T130000
DTEND;TZID=America/New_York:20221115T143000
DTSTAMP:20260505T110004
CREATED:20211122T180007Z
LAST-MODIFIED:20211122T180007Z
UID:10000153-1668517200-1668522600@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Qualified Retirement Plans and IRAs - What You Can and Can't Do
DESCRIPTION:Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive. We will address in this teleconference the following critical components of this estate planning subspecialty: \n\nUsing See-Through Trusts and Conduit Trusts Within SECURE Act Parameters\nTaking Maximum Advantage of Special Rules Available Only to a Spouse\nAvoiding Penalties Applicable to Qualified Plans and IRAs\nOverview of Prohibited Transactions\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-qualified-retirement-plan-and-iras-what-you-can-and-cant-do-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:20221115T120000
DTEND;TZID=America/New_York:20221115T133000
DTSTAMP:20260505T110004
CREATED:20221107T175553Z
LAST-MODIFIED:20221108T175526Z
UID:10000094-1668513600-1668519000@thetrust.com
SUMMARY:Tennessee Society of CPAs: Behavioral Economics: Why People Invest with Their Stomachs
DESCRIPTION:This presentation will cover behavioral economics and what it teaches us about decision-making and how that impacts the decisions individuals make in investing. \n  \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \n  \nAbout Tennessee Society of CPAs \nThe Tennessee Society of Certified Public Accountants is the state professional organization for certified public accountants in Tennessee. With more than 100 years of service to the accounting profession\, TSCPA acts on behalf of its members and provides support\, enabling its members to perform quality professional services while serving the public interest.
URL:https://thetrust.com/event/tennessee-society-of-cpas-behavioral-economics-why-people-invest-with-their-stomachs/
LOCATION:Rothchild Catering & Conference Center\, 8807 Kingston Pike\, Knoxville\, TN\, 37923\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2022/11/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Behavioral-Economics-Why-People-Invest-with-their-Stomachs-copy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221115T120000
DTEND;TZID=America/New_York:20221115T133000
DTSTAMP:20260505T110004
CREATED:20221107T175553Z
LAST-MODIFIED:20221107T175553Z
UID:10000162-1668513600-1668519000@thetrust.com
SUMMARY:Tennessee Society of CPAs: Behavioral Economics: Why People Invest with Their Stomachs
DESCRIPTION:This presentation will cover behavioral economics and what it teaches us about decision-making and how that impacts the decisions individuals make in investing. \n  \nFeatured Speaker\nMiranda Carr\, CFA®\, Chief Investment Officer\, The Trust Company of Tennessee \n  \nAbout Tennessee Society of CPAs \nThe Tennessee Society of Certified Public Accountants is the state professional organization for certified public accountants in Tennessee. With more than 100 years of service to the accounting profession\, TSCPA acts on behalf of its members and provides support\, enabling its members to perform quality professional services while serving the public interest.
URL:https://thetrust.com/event/tennessee-society-of-cpas-behavioral-economics-why-people-invest-with-their-stomachs-2/
LOCATION:Rothchild Catering & Conference Center\, 8807 Kingston Pike\, Knoxville\, TN\, 37923\, United States
ATTACH;FMTTYPE=image/png:https://thetrust.com/wp-content/uploads/2022/11/Trust-Company-Events-Calendar-Graphic-Standalone-Event-Behavioral-Economics-Why-People-Invest-with-their-Stomachs-copy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221103T080000
DTEND;TZID=America/New_York:20221103T093000
DTSTAMP:20260505T110004
CREATED:20220907T214414Z
LAST-MODIFIED:20220927T174243Z
UID:10000093-1667462400-1667467800@thetrust.com
SUMMARY:Retirement Plan Academy: Who Are You Calling a Fiduciary?
DESCRIPTION:By offering a retirement plan\, your company has a fiduciary responsibility. But companies aren’t always certain about the right steps to take or aware of what liability can be delegated to others. \nJoin us for a training session covering: \n\nThe fiduciary role and responsibilities\nBest practices for overseeing plans\nHow to limit your liability\n\nLight breakfast will be served starting at 8 a.m.\, and the workshop will begin at 8:30 a.m. \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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-who-are-you-calling-a-fiduciary/
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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221103T080000
DTEND;TZID=America/New_York:20221103T093000
DTSTAMP:20260505T110004
CREATED:20220907T214414Z
LAST-MODIFIED:20220907T214414Z
UID:10000161-1667462400-1667467800@thetrust.com
SUMMARY:Retirement Plan Academy: Who Are You Calling a Fiduciary?
DESCRIPTION:By offering a retirement plan\, your company has a fiduciary responsibility. But companies aren’t always certain about the right steps to take or aware of what liability can be delegated to others. \nJoin us for a training session covering: \n\nThe fiduciary role and responsibilities\nBest practices for overseeing plans\nHow to limit your liability\n\nLight breakfast will be served starting at 8 a.m.\, and the workshop will begin at 8:30 a.m. \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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-who-are-you-calling-a-fiduciary-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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220920T130000
DTEND;TZID=America/New_York:20220920T143000
DTSTAMP:20260505T110004
CREATED:20211122T175706Z
LAST-MODIFIED:20211122T175706Z
UID:10000084-1663678800-1663684200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Mechanics and Strategies for Resolving Trust Disputes
DESCRIPTION:A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately\, under the laws of most jurisdictions\, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This teleconference will focus on the following: \n\nUsing Virtual Representation\nBeneficiary Waivers\, Consents and Releases\nTrust Modifications\, Premature Terminations and Decanting\nIdentifying and Avoiding Adverse Tax Consequences in Settling Trust Disputes\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-mechanics-and-strategies-for-resolving-trust-disputes/
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:20220920T130000
DTEND;TZID=America/New_York:20220920T143000
DTSTAMP:20260505T110004
CREATED:20211122T175706Z
LAST-MODIFIED:20211122T175706Z
UID:10000152-1663678800-1663684200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Mechanics and Strategies for Resolving Trust Disputes
DESCRIPTION:A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately\, under the laws of most jurisdictions\, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This teleconference will focus on the following: \n\nUsing Virtual Representation\nBeneficiary Waivers\, Consents and Releases\nTrust Modifications\, Premature Terminations and Decanting\nIdentifying and Avoiding Adverse Tax Consequences in Settling Trust Disputes\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-mechanics-and-strategies-for-resolving-trust-disputes-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:20220825T100000
DTEND;TZID=America/New_York:20220825T110000
DTSTAMP:20260505T110004
CREATED:20220603T174128Z
LAST-MODIFIED:20220605T225454Z
UID:10000092-1661421600-1661425200@thetrust.com
SUMMARY:Retirement Plan Academy: The Suitability of Cryptocurrency in 401(k) Plans
DESCRIPTION:Cryptocurrency has become more widely used in our society\, but should it be offered in your retirement plan? \nJoin us as we discuss: \n\nThe basics of cryptocurrency\nThe U.S. Department of Labor’s stance on cryptocurrency\nProposed cryptocurrency legislation\nHow it could impact your plan\n\n\nGuest Speaker\nDan Notto\nManaging Director\, ERISA Strategist\nJ.P. Morgan Asset Management \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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-the-suitability-of-cryptocurrency-in-401k-plans/
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:20220825T100000
DTEND;TZID=America/New_York:20220825T110000
DTSTAMP:20260505T110004
CREATED:20220603T174128Z
LAST-MODIFIED:20220603T174128Z
UID:10000160-1661421600-1661425200@thetrust.com
SUMMARY:Retirement Plan Academy: The Suitability of Cryptocurrency in 401(k) Plans
DESCRIPTION:Cryptocurrency has become more widely used in our society\, but should it be offered in your retirement plan? \nJoin us as we discuss: \n\nThe basics of cryptocurrency\nThe U.S. Department of Labor’s stance on cryptocurrency\nProposed cryptocurrency legislation\nHow it could impact your plan\n\n\nGuest Speaker\nDan Notto\nManaging Director\, ERISA Strategist\nJ.P. Morgan Asset Management \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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-the-suitability-of-cryptocurrency-in-401k-plans-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:20220823T130000
DTEND;TZID=America/New_York:20220823T143000
DTSTAMP:20260505T110004
CREATED:20211122T175538Z
LAST-MODIFIED:20211122T175538Z
UID:10000083-1661259600-1661265000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Compounding Complications in Charitable Giving
DESCRIPTION:Outside the context of outright gifts of cash to a public charity\, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities\, split-interest charitable trusts\, farm or residence remainder interest gifts\, gifts of equity in a closely-held entity and IRA charitable rollovers. This teleconference will go beyond those familiar examples and explore additional areas that can be traps for the unwary\, including: \n\nEmerging Issues Surrounding Donor Advised Funds\nConservation Easements\nInternal Revenue Code Section 642(c) Deduction\nMismatch Between Gross Estate Inclusion and Charitable Deduction\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-compounding-complications-in-charitable-giving/
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:20220823T130000
DTEND;TZID=America/New_York:20220823T143000
DTSTAMP:20260505T110004
CREATED:20211122T175538Z
LAST-MODIFIED:20211122T175538Z
UID:10000151-1661259600-1661265000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Compounding Complications in Charitable Giving
DESCRIPTION:Outside the context of outright gifts of cash to a public charity\, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities\, split-interest charitable trusts\, farm or residence remainder interest gifts\, gifts of equity in a closely-held entity and IRA charitable rollovers. This teleconference will go beyond those familiar examples and explore additional areas that can be traps for the unwary\, including: \n\nEmerging Issues Surrounding Donor Advised Funds\nConservation Easements\nInternal Revenue Code Section 642(c) Deduction\nMismatch Between Gross Estate Inclusion and Charitable Deduction\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-compounding-complications-in-charitable-giving-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:20220526T100000
DTEND;TZID=America/New_York:20220526T110000
DTSTAMP:20260505T110004
CREATED:20220207T160603Z
LAST-MODIFIED:20220427T165035Z
UID:10000091-1653559200-1653562800@thetrust.com
SUMMARY:Retirement Plan Academy: Are Your 401(k) Plan Fees Competitive?
DESCRIPTION:Plan sponsors know they have a fiduciary responsibility to ensure plan fees are reasonable – but what does “reasonable” mean? \nJoin us for this no-cost\, virtual event as we discuss: \n\nHow to understand and know your plan fees\nWays to benchmark plan fees for reasonableness\nLegal activity resulting from alleged unreasonable fees\nSteps to take to minimize plan fees\n\nGuest Speaker\n\nJulie Graham\, CPFA\nSenior Vice President\, RPAG \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 monthly virtual and in-person 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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-are-your-401k-plan-fees-competitive/
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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220526T100000
DTEND;TZID=America/New_York:20220526T110000
DTSTAMP:20260505T110004
CREATED:20220207T160603Z
LAST-MODIFIED:20220207T160603Z
UID:10000159-1653559200-1653562800@thetrust.com
SUMMARY:Retirement Plan Academy: Are Your 401(k) Plan Fees Competitive?
DESCRIPTION:Plan sponsors know they have a fiduciary responsibility to ensure plan fees are reasonable – but what does “reasonable” mean? \nJoin us for this no-cost\, virtual event as we discuss: \n\nHow to understand and know your plan fees\nWays to benchmark plan fees for reasonableness\nLegal activity resulting from alleged unreasonable fees\nSteps to take to minimize plan fees\n\nGuest Speaker\n\nJulie Graham\, CPFA\nSenior Vice President\, RPAG \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 monthly virtual and in-person 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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-are-your-401k-plan-fees-competitive-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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220428T100000
DTEND;TZID=America/New_York:20220428T110000
DTSTAMP:20260505T110004
CREATED:20220207T160213Z
LAST-MODIFIED:20220403T175158Z
UID:10000090-1651140000-1651143600@thetrust.com
SUMMARY:Retirement Plan Academy: Department of Labor Best Practices for Target Date Funds
DESCRIPTION:Target date funds have grown in popularity over the past two decades and are currently the default investment option for 92% of retirement plans. As a result\, The Department of Labor has published guidance for selecting and monitoring target date funds utilized in retirement plans. This critical decision impacts how many participants will invest and their future account growth. \nJoin us as we discuss: \n\nThe wide range in stock and bond allocations between target date fund families\nCriteria plan sponsors (or their advisors) should consider in selecting and monitoring target date funds\nInsight from BlackRock on how they construct their target date funds to help participants at different life stages\n\n\nGuest Speaker\nFarzan Qureshi\nDirector\, Investment Strategy\nBlackRock Investments \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 monthly virtual and in-person 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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-department-of-labor-best-practices-for-target-date-funds/
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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220428T100000
DTEND;TZID=America/New_York:20220428T110000
DTSTAMP:20260505T110004
CREATED:20220207T160213Z
LAST-MODIFIED:20220207T160213Z
UID:10000158-1651140000-1651143600@thetrust.com
SUMMARY:Retirement Plan Academy: Department of Labor Best Practices for Target Date Funds
DESCRIPTION:Target date funds have grown in popularity over the past two decades and are currently the default investment option for 92% of retirement plans. As a result\, The Department of Labor has published guidance for selecting and monitoring target date funds utilized in retirement plans. This critical decision impacts how many participants will invest and their future account growth. \nJoin us as we discuss: \n\nThe wide range in stock and bond allocations between target date fund families\nCriteria plan sponsors (or their advisors) should consider in selecting and monitoring target date funds\nInsight from BlackRock on how they construct their target date funds to help participants at different life stages\n\n\nGuest Speaker\nFarzan Qureshi\nDirector\, Investment Strategy\nBlackRock Investments \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 monthly virtual and in-person 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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-department-of-labor-best-practices-for-target-date-funds-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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220331T100000
DTEND;TZID=America/New_York:20220331T110000
DTSTAMP:20260505T110004
CREATED:20211216T205429Z
LAST-MODIFIED:20220228T133811Z
UID:10000089-1648720800-1648724400@thetrust.com
SUMMARY:Retirement Plan Academy: Record-keeper Acquisition: Is Your Provider Next?
DESCRIPTION:Over the past decade\, the universe of retirement plan record-keepers has shrunk from 400 to about 150 as providers have acquired competitors. Recently\, Empower acquired Prudential’s record-keeping business\, Ascensus acquired BB&T’s\, and Principal acquired Wells Fargo’s. These acquisitions have forced unexpected changes for plan sponsors. \nJoin us and representatives of Fiducient Advisors as we discuss: \n\nWhy providers are consolidating\nRecent acquisition activity\nWhat this means for plan sponsors and participants\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 monthly virtual and in-person 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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-record-keeper-acquisition-is-your-provider-next/
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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220331T100000
DTEND;TZID=America/New_York:20220331T110000
DTSTAMP:20260505T110004
CREATED:20211216T205429Z
LAST-MODIFIED:20211216T205429Z
UID:10000157-1648720800-1648724400@thetrust.com
SUMMARY:Retirement Plan Academy: Record-keeper Acquisition: Is Your Provider Next?
DESCRIPTION:Over the past decade\, the universe of retirement plan record-keepers has shrunk from 400 to about 150 as providers have acquired competitors. Recently\, Empower acquired Prudential’s record-keeping business\, Ascensus acquired BB&T’s\, and Principal acquired Wells Fargo’s. These acquisitions have forced unexpected changes for plan sponsors. \nJoin us and representatives of Fiducient Advisors as we discuss: \n\nWhy providers are consolidating\nRecent acquisition activity\nWhat this means for plan sponsors and participants\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 monthly virtual and in-person 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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-record-keeper-acquisition-is-your-provider-next-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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220224T100000
DTEND;TZID=America/New_York:20220224T110000
DTSTAMP:20260505T110004
CREATED:20211216T205148Z
LAST-MODIFIED:20220207T182246Z
UID:10000088-1645696800-1645700400@thetrust.com
SUMMARY:Retirement Plan Academy: 2022 Investment Themes and Portfolio Changes
DESCRIPTION:Are your investments positioned to navigate equity market volatility\, current Federal Reserve policy to raise interest rates and historically high inflation? \nJoin 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 2022\nFuture return assumptions for stocks\, bonds and real assets\nSteps to take for your retirement plan and personal accounts\n\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 monthly virtual and in-person 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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-investments-change-portfolio-updates-for-2022/
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-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220224T100000
DTEND;TZID=America/New_York:20220224T110000
DTSTAMP:20260505T110004
CREATED:20211216T205148Z
LAST-MODIFIED:20211216T205148Z
UID:10000156-1645696800-1645700400@thetrust.com
SUMMARY:Retirement Plan Academy: 2022 Investment Themes and Portfolio Changes
DESCRIPTION:Are your investments positioned to navigate equity market volatility\, current Federal Reserve policy to raise interest rates and historically high inflation? \nJoin 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 2022\nFuture return assumptions for stocks\, bonds and real assets\nSteps to take for your retirement plan and personal accounts\n\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 monthly virtual and in-person 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. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-investments-change-portfolio-updates-for-2022-2/
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-Retirement-Plan-Academy.jpg
END:VEVENT
END:VCALENDAR