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DTSTART;TZID=America/New_York:20221115T120000
DTEND;TZID=America/New_York:20221115T133000
DTSTAMP:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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:20260505T124138
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220222T130000
DTEND;TZID=America/New_York:20220222T143000
DTSTAMP:20260505T124138
CREATED:20211122T155138Z
LAST-MODIFIED:20220118T195540Z
UID:10000082-1645534800-1645540200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Best Designs for the Exercise of Discretion by a Trustee
DESCRIPTION:The heart of trust administration is the Trustee’s thoughtful exercise of discretion. Clients and their estate planners rely heavily on the core concept that Trustees will follow carefully applicable trust law and parameters established in the governing instrument in making subjective decisions that will promote the best interests of the beneficiaries. In this teleconference\, we will examine various options for conferring fiduciary discretion consistent with the client’s objectives and good practice\, including the following: \n\nDesigning Discretionary Distribution Language\nIncentive Trust Approaches\nLanguage That Confers Appropriate Investment Flexibility on the Trustee\nDrafting and Defending Reliance on Exculpatory Clauses\n\nTo ensure the health and safety of all participants\, the Cannon Estate Planning Series will be offered VIRTUALLY ONLY. \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-best-designs-for-the-exercise-of-discretion-by-a-trustee/
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:20220222T130000
DTEND;TZID=America/New_York:20220222T143000
DTSTAMP:20260505T124138
CREATED:20211122T155138Z
LAST-MODIFIED:20211122T155138Z
UID:10000150-1645534800-1645540200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Best Designs for the Exercise of Discretion by a Trustee
DESCRIPTION:The heart of trust administration is the Trustee’s thoughtful exercise of discretion. Clients and their estate planners rely heavily on the core concept that Trustees will follow carefully applicable trust law and parameters established in the governing instrument in making subjective decisions that will promote the best interests of the beneficiaries. In this teleconference\, we will examine various options for conferring fiduciary discretion consistent with the client’s objectives and good practice\, including the following: \n\nDesigning Discretionary Distribution Language\nIncentive Trust Approaches\nLanguage That Confers Appropriate Investment Flexibility on the Trustee\nDrafting and Defending Reliance on Exculpatory Clauses\n\nTo ensure the health and safety of all participants\, the Cannon Estate Planning Series will be offered VIRTUALLY ONLY. \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-best-designs-for-the-exercise-of-discretion-by-a-trustee-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:20220127T100000
DTEND;TZID=America/New_York:20220127T110000
DTSTAMP:20260505T124138
CREATED:20211216T204938Z
LAST-MODIFIED:20220105T200630Z
UID:10000087-1643277600-1643281200@thetrust.com
SUMMARY:Retirement Plan Academy: Keep Your 401(k) Safe: Cybersecurity Best Practices
DESCRIPTION:More than ever\, cybercriminals and hackers are targeting retirement plans and participant accounts to take out fraudulent distributions. \nHelp protect your plan participants by joining us to discuss: \n\nWhy hackers are targeting retirement plans\nNew guidance for plan sponsors issued by the U.S. Department of Labor\nWhat The Trust Company of Tennessee is doing to protect client accounts\nSteps you can take to prevent cyberattacks on your plan\n\n  \nGuest Speaker\nCatie M. Bush\, Senior Account Executive\, Avertium \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-keep-your-401k-safe/
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:20220127T100000
DTEND;TZID=America/New_York:20220127T110000
DTSTAMP:20260505T124138
CREATED:20211216T204938Z
LAST-MODIFIED:20211216T204938Z
UID:10000155-1643277600-1643281200@thetrust.com
SUMMARY:Retirement Plan Academy: Keep Your 401(k) Safe: Cybersecurity Best Practices
DESCRIPTION:More than ever\, cybercriminals and hackers are targeting retirement plans and participant accounts to take out fraudulent distributions. \nHelp protect your plan participants by joining us to discuss: \n\nWhy hackers are targeting retirement plans\nNew guidance for plan sponsors issued by the U.S. Department of Labor\nWhat The Trust Company of Tennessee is doing to protect client accounts\nSteps you can take to prevent cyberattacks on your plan\n\n  \nGuest Speaker\nCatie M. Bush\, Senior Account Executive\, Avertium \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-keep-your-401k-safe-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:20220125T130000
DTEND;TZID=America/New_York:20220125T143000
DTSTAMP:20260505T124138
CREATED:20211122T154940Z
LAST-MODIFIED:20220118T195153Z
UID:10000081-1643115600-1643121000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Estate Planning Uses for Life Insurance
DESCRIPTION:Life insurance is an enigma\, and much misunderstood\, in the estate planning world. Some clients (and their advisors) love it; others hate it. In any event\, the thoughtful approach to life insurance is that it is neither the solution to be uncritically accepted for all estate planning needs\, nor should it be irrationally avoided in all situations. In sum\, it has its place. In this teleconference\, we will address various aspects of life insurance in estate planning\, including the following: \n\nDifferent Types of Life Insurance\nNumerous Purposes for Life Insurance in a Variety of Contexts\nStructuring Ownership Arrangements and Beneficiary Designations\nSelected Tax Consequences Flowing from Policy Transfers and Receipt of Proceeds\nLife Insurance Trust Administration Challenges\n\nTo ensure the health and safety of all participants\, the Cannon Estate Planning Series will be offered VIRTUALLY ONLY.  \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-estate-planning-uses-for-life-insurance/
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:20220125T130000
DTEND;TZID=America/New_York:20220125T143000
DTSTAMP:20260505T124138
CREATED:20211122T154940Z
LAST-MODIFIED:20211122T154940Z
UID:10000149-1643115600-1643121000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Estate Planning Uses for Life Insurance
DESCRIPTION:Life insurance is an enigma\, and much misunderstood\, in the estate planning world. Some clients (and their advisors) love it; others hate it. In any event\, the thoughtful approach to life insurance is that it is neither the solution to be uncritically accepted for all estate planning needs\, nor should it be irrationally avoided in all situations. In sum\, it has its place. In this teleconference\, we will address various aspects of life insurance in estate planning\, including the following: \n\nDifferent Types of Life Insurance\nNumerous Purposes for Life Insurance in a Variety of Contexts\nStructuring Ownership Arrangements and Beneficiary Designations\nSelected Tax Consequences Flowing from Policy Transfers and Receipt of Proceeds\nLife Insurance Trust Administration Challenges\n\nTo ensure the health and safety of all participants\, the Cannon Estate Planning Series will be offered VIRTUALLY ONLY.  \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-estate-planning-uses-for-life-insurance-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:20211214T130000
DTEND;TZID=America/New_York:20211214T143000
DTSTAMP:20260505T124138
CREATED:20210517T213543Z
LAST-MODIFIED:20210527T194110Z
UID:10000075-1639486800-1639492200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Ethics Issues for Estate Planners Before the Engagement Begins
DESCRIPTION:Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that is rife with multiple problems giving rise to severe problems for the client(s) and the planner. Among the pre-engagement issues that will receive our focused attention in this teleconference are the following: \n\nScreening Clients to Avoid Problems Before They Develop\nHonestly Discerning Whether You Have the Requisite Competence to Render Needed Services\nAscertaining Who You May Properly and Effectively Represent\nDesigning Engagement Letters\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-ethics-issues-for-estate-planners-before-the-engagement-begins/
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:20211214T130000
DTEND;TZID=America/New_York:20211214T143000
DTSTAMP:20260505T124138
CREATED:20210517T213543Z
LAST-MODIFIED:20210517T213543Z
UID:10000139-1639486800-1639492200@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Ethics Issues for Estate Planners Before the Engagement Begins
DESCRIPTION:Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that is rife with multiple problems giving rise to severe problems for the client(s) and the planner. Among the pre-engagement issues that will receive our focused attention in this teleconference are the following: \n\nScreening Clients to Avoid Problems Before They Develop\nHonestly Discerning Whether You Have the Requisite Competence to Render Needed Services\nAscertaining Who You May Properly and Effectively Represent\nDesigning Engagement Letters\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt\, Tarrant & Combs’ 22 lawyer Trusts\, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel\, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts\, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property\, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \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-ethics-issues-for-estate-planners-before-the-engagement-begins-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:20211118T100000
DTEND;TZID=America/New_York:20211118T110000
DTSTAMP:20260505T124138
CREATED:20210625T141651Z
LAST-MODIFIED:20211105T133922Z
UID:10000079-1637229600-1637233200@thetrust.com
SUMMARY:Retirement Plan Academy: Higher taxes may be coming. What can you do?
DESCRIPTION:Are you concerned about possible tax increases? \nJoin us to discuss: \n\nWhere taxes are today\nPotential changes discussed by Congress\nTax provisions scheduled to sunset in the future\nStrategies you can pursue today\n\nSelect in-person or virtual participation during registration. \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-higher-taxes-may-be-coming/
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:20211118T100000
DTEND;TZID=America/New_York:20211118T110000
DTSTAMP:20260505T124138
CREATED:20210625T141651Z
LAST-MODIFIED:20210625T141651Z
UID:10000143-1637229600-1637233200@thetrust.com
SUMMARY:Retirement Plan Academy: Higher taxes may be coming. What can you do?
DESCRIPTION:Are you concerned about possible tax increases? \nJoin us to discuss: \n\nWhere taxes are today\nPotential changes discussed by Congress\nTax provisions scheduled to sunset in the future\nStrategies you can pursue today\n\nSelect in-person or virtual participation during registration. \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-higher-taxes-may-be-coming-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:20211116T130000
DTEND;TZID=America/New_York:20211116T143000
DTSTAMP:20260505T124138
CREATED:20210517T213334Z
LAST-MODIFIED:20210527T194036Z
UID:10000074-1637067600-1637073000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Dealing with a “Bad” Trustee
DESCRIPTION:Unfortunately\, some trusts\, even where the administrative and dispositive provisions are well-designed\, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee’s shortcomings may result from his or her having insufficient trust administration expertise and/or a confrontational attitude towards one or more of the beneficiaries. Depending on the nature and extent of the Trustee’s deficiencies\, resolving the situation may prove difficult. Considerations to be discussed in this teleconference include: \n\nDetermining Whether One or More Breaches of Fiduciary Duty Have Been Committed\nHow to Proceed if No Actionable Breach of Duty Has Occurred\nPossible Options for Improving Quality of Administration or Relationship With Beneficiaries\nRemoval and Replacement of Trustee\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nAdam Gusdorff’s practice focuses on litigation involving trusts\, estates\, guardianships\, and other fiduciary matters. He represents individual and corporate clients in a variety of Orphans’ Court and Register of Wills matters\, including will and trust interpretation cases\, trust modifications\, probate disputes\, will contests\, guardianship proceedings\, fiduciary surcharge actions and compensation disputes\, and matters involving charitable organizations. Although Adam focuses his practice on litigation\, he also has extensive experience in estate planning\, estate and trust administration\, and the formation of charitable organizations. He continues to advise individual and corporate fiduciaries regarding estate and trust administration issues. \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-dealing-with-a-bad-trustee/
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211116T130000
DTEND;TZID=America/New_York:20211116T143000
DTSTAMP:20260505T124138
CREATED:20210517T213334Z
LAST-MODIFIED:20210517T213334Z
UID:10000138-1637067600-1637073000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Dealing with a “Bad” Trustee
DESCRIPTION:Unfortunately\, some trusts\, even where the administrative and dispositive provisions are well-designed\, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee’s shortcomings may result from his or her having insufficient trust administration expertise and/or a confrontational attitude towards one or more of the beneficiaries. Depending on the nature and extent of the Trustee’s deficiencies\, resolving the situation may prove difficult. Considerations to be discussed in this teleconference include: \n\nDetermining Whether One or More Breaches of Fiduciary Duty Have Been Committed\nHow to Proceed if No Actionable Breach of Duty Has Occurred\nPossible Options for Improving Quality of Administration or Relationship With Beneficiaries\nRemoval and Replacement of Trustee\n\nHosted at The Trust Company of Tennessee’s Knoxville office with limited attendance for safety. \nBoxed lunches will be served for those attending in person beginning at noon. 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. \nSpeakers\nCharles A. (“Clary”) Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning\, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute\, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of\, and writes a regular column in\, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \nAdam Gusdorff’s practice focuses on litigation involving trusts\, estates\, guardianships\, and other fiduciary matters. He represents individual and corporate clients in a variety of Orphans’ Court and Register of Wills matters\, including will and trust interpretation cases\, trust modifications\, probate disputes\, will contests\, guardianship proceedings\, fiduciary surcharge actions and compensation disputes\, and matters involving charitable organizations. Although Adam focuses his practice on litigation\, he also has extensive experience in estate planning\, estate and trust administration\, and the formation of charitable organizations. He continues to advise individual and corporate fiduciaries regarding estate and trust administration issues. \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-dealing-with-a-bad-trustee-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
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DTSTART;TZID=America/New_York:20211028T100000
DTEND;TZID=America/New_York:20211028T110000
DTSTAMP:20260505T124138
CREATED:20210625T140119Z
LAST-MODIFIED:20211008T212925Z
UID:10000078-1635415200-1635418800@thetrust.com
SUMMARY:Retirement Plan Academy: Supercharge Retirement with Non-Qualified Plans
DESCRIPTION:Have you wondered if deferred savings plans could benefit your organization? \nNon-qualified plans have long been a staple in Fortune 500 companies\, and small and mid-sized companies now are adding them as technology has allowed for more adoption. \nJoin us to discuss: \n\nWays to retain top executives through deferred compensation plans\nHow to improve 401(k) ADP testing with a “401(k) mirror plan”\nHow nonprofits use deferred compensation plans\nDeferred compensation plan case studies\n\nSelect in-person or virtual participation during registration. \nGuest Speaker\nWilliam E. Robinson\nERISA Attorney\, Baker Donelson \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-non-qualified-retirement-plans/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
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