Events

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 ...

This presentation will cover behavioral economics and what it teaches us about decision-making and how that impacts the decisions individuals make in investing.   Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee   About Tennessee Society of CPAs The Tennessee Society of Certified Public Accountants is the state professional organization for certified public accountants in Tennessee. ...

This presentation will cover behavioral economics and what it teaches us about decision-making and how that impacts the decisions individuals make in investing.   Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee   About Tennessee Society of CPAs The Tennessee Society of Certified Public Accountants is the state professional organization for certified public accountants in Tennessee. ...