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DTSTART;TZID=America/New_York:20230725T130000
DTEND;TZID=America/New_York:20230725T143000
DTSTAMP:20221116T191319Z
CREATED:20221116T191319Z
LAST-MODIFIED:20221116T191319Z
UID:10000167-1690290000-1690295400@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Opportunities and Obstacles Created by the Uniform Trust Code
DESCRIPTION:As of August 2022\, in the 20 years since Kansas became the first state to enact the Uniform Trust Code\, 34 more states\, plus the District of Columbia\, have enacted it. Additionally\, several states that have not enacted the UTC have adopted portions of it or have modeled some of their trust laws on it. Thus\, it can fairly be said that the UTC has become highly influential in the development of trust law nationally. A statutory compilation of such stature periodically deserves a thorough review. We’ll examine some of the most important aspects of the UTC\, including: \n\nDefault and Mandatory Rules\nVirtual Representation\nTrust Modification\nNotice Requirements\nDuties Trustees Owe to Beneficiaries\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \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-opportunities-and-obstacles-created-by-the-uniform-trust-code-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:20230425T130000
DTEND;TZID=America/New_York:20230425T143000
DTSTAMP:20230302T204853Z
CREATED:20221116T191136Z
LAST-MODIFIED:20230302T204853Z
UID:10000098-1682427600-1682433000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: It's Not All About Savings - How Trusts Can Impact Beneficiaries' Lives
DESCRIPTION:A large segment of the estate planning industry has evolved from focusing primarily on estate tax deferral and minimization to non-tax planning. Today\, many clients whose estates used to be in the category of taxable are now concentrating more on other matters\, such as not making their children too rich too soon\, protection of assets from claims of creditors and soon-to-be ex-spouses and selection of Trustees. During this session\, we’ll review: \n\nOutright bequests versus trusts with mandatory distributions versus lifetime trusts\nVarious discretionary distribution standard options\nEffectiveness of spendthrift and wholly discretionary trusts\nDesignating appropriate initial and successor Trustees\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \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-its-not-all-about-savings-how-trusts-can-impact-beneficiaries-lives/
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:20230425T130000
DTEND;TZID=America/New_York:20230425T143000
DTSTAMP:20221116T191136Z
CREATED:20221116T191136Z
LAST-MODIFIED:20221116T191136Z
UID:10000166-1682427600-1682433000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: It's Not All About Savings - How Trusts Can Impact Beneficiaries' Lives
DESCRIPTION:A large segment of the estate planning industry has evolved from focusing primarily on estate tax deferral and minimization to non-tax planning. Today\, many clients whose estates used to be in the category of taxable are now concentrating more on other matters\, such as not making their children too rich too soon\, protection of assets from claims of creditors and soon-to-be ex-spouses and selection of Trustees. During this session\, we’ll review: \n\nOutright bequests versus trusts with mandatory distributions versus lifetime trusts\nVarious discretionary distribution standard options\nEffectiveness of spendthrift and wholly discretionary trusts\nDesignating appropriate initial and successor Trustees\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \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-its-not-all-about-savings-how-trusts-can-impact-beneficiaries-lives-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:20230321T130000
DTEND;TZID=America/New_York:20230321T143000
DTSTAMP:20230302T204927Z
CREATED:20221116T191000Z
LAST-MODIFIED:20230302T204927Z
UID:10000097-1679403600-1679409000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Giving Income Tax Considerations in Estate Planning the Respect They Deserve
DESCRIPTION:The current tax and estate planning environment requires particular attention to income tax issues that arise in formulating an efficient and effective estate plan as well as in trust and estate administration. Estate planning professionals need to have expertise not only in designing a plan that can minimize trust-level income taxes and achieve estate tax-free basis step-up at a trust beneficiary’s death but also in the following areas\, which will be covered in this teleconference: \n\nBenefits and detriments of grantor versus nongrantor trusts\nMiscellaneous income tax-related elections\nCosts subject to the two-percent floor under IRC § 67(e)\nState income tax considerations\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \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-giving-income-tax-considerations-in-estate-planning-the-respect-they-deserve/
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:20230321T130000
DTEND;TZID=America/New_York:20230321T143000
DTSTAMP:20221116T191000Z
CREATED:20221116T191000Z
LAST-MODIFIED:20221116T191000Z
UID:10000165-1679403600-1679409000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Giving Income Tax Considerations in Estate Planning the Respect They Deserve
DESCRIPTION:The current tax and estate planning environment requires particular attention to income tax issues that arise in formulating an efficient and effective estate plan as well as in trust and estate administration. Estate planning professionals need to have expertise not only in designing a plan that can minimize trust-level income taxes and achieve estate tax-free basis step-up at a trust beneficiary’s death but also in the following areas\, which will be covered in this teleconference: \n\nBenefits and detriments of grantor versus nongrantor trusts\nMiscellaneous income tax-related elections\nCosts subject to the two-percent floor under IRC § 67(e)\nState income tax considerations\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Light snacks will be provided beginning at 12:30 p.m. \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-giving-income-tax-considerations-in-estate-planning-the-respect-they-deserve-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:20221213T130000
DTEND;TZID=America/New_York:20221213T143000
DTSTAMP:20211122T180134Z
CREATED:20211122T180134Z
LAST-MODIFIED:20211122T180134Z
UID:10000086-1670936400-1670941800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
DESCRIPTION:The world of estate planning and trust administration is fraught with a variety of landmines\, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference\, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention: \n\nDuty to File Amended Tax Returns\nRecognizing and Steering Clear of Tax Return Preparer Penalties\nHazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries\nPropriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust\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-assorted-ethics-based-and-related-legal-conundrums-for-estate-professionals/
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:20221213T130000
DTEND;TZID=America/New_York:20221213T143000
DTSTAMP:20211122T180134Z
CREATED:20211122T180134Z
LAST-MODIFIED:20211122T180134Z
UID:10000154-1670936400-1670941800@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
DESCRIPTION:The world of estate planning and trust administration is fraught with a variety of landmines\, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference\, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention: \n\nDuty to File Amended Tax Returns\nRecognizing and Steering Clear of Tax Return Preparer Penalties\nHazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries\nPropriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust\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-assorted-ethics-based-and-related-legal-conundrums-for-estate-professionals-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
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:20221103T080000
DTEND;TZID=America/New_York:20221103T093000
DTSTAMP:20220927T174243Z
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:20220907T214414Z
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:20211122T175706Z
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:20220920T130000
DTEND;TZID=America/New_York:20220920T143000
DTSTAMP:20211122T175706Z
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:20220823T130000
DTEND;TZID=America/New_York:20220823T143000
DTSTAMP:20211122T175538Z
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:20211122T175538Z
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:20220427T165035Z
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:20220207T160603Z
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:20220403T175158Z
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:20220207T160213Z
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:20211216T205429Z
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:20220331T100000
DTEND;TZID=America/New_York:20220331T110000
DTSTAMP:20220228T133811Z
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: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
END:VEVENT
BEGIN:VEVENT
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:20220127T100000
DTEND;TZID=America/New_York:20220127T110000
DTSTAMP:20220105T200630Z
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:20211216T204938Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220125T130000
DTEND;TZID=America/New_York:20220125T143000
DTSTAMP:20211122T154940Z
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
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