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DTSTART;TZID=America/New_York:20230202T100000
DTEND;TZID=America/New_York:20230202T110000
DTSTAMP:20221129T183257Z
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:20221129T183257Z
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:20230221T130000
DTEND;TZID=America/New_York:20230221T143000
DTSTAMP:20221116T190735Z
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:20221116T190735Z
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
END:VCALENDAR