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X-WR-CALDESC:Events for The Trust Company of Tennessee
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DTSTART;TZID=America/New_York:20221115T120000
DTEND;TZID=America/New_York:20221115T133000
DTSTAMP:20221108T175526Z
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:20221107T175553Z
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:20221115T130000
DTEND;TZID=America/New_York:20221115T143000
DTSTAMP:20220122T193409Z
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:20211122T180007Z
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:20221116T080000
DTEND;TZID=America/New_York:20221116T093000
DTSTAMP:20221108T175320Z
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:20221107T180119Z
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
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