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X-WR-CALDESC:Events for The Trust Company of Tennessee
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DTSTART;TZID=America/New_York:20220222T130000
DTEND;TZID=America/New_York:20220222T143000
DTSTAMP:20220118T195540Z
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:20211122T155138Z
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:20220224T100000
DTEND;TZID=America/New_York:20220224T110000
DTSTAMP:20220207T182246Z
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:20211216T205148Z
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
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