Join us for the first webinar in our Fall 2012 Webinar Series entitled “Trust Us – A Look into Utilizing Trusts in Your Wealth Planning Efforts”. The M&A Private Client Services Group will discuss some basics surrounding trust planning. Join us as we touch on some scenarios where trusts can and should be used, various types of trusts, and even some specifics regarding the formation of trusts. Presenters include Dan Matarrese, Manager with McKonly & Asbury and David Warren, President and CEO of Bridgeford Trust Company.
This free, hour-long webinar will take place on Thursday, September 20th at 2:00 p.m. EST, and CPE credit is available.
Reserve your webinar seat now by clicking here: https://www1.gotomeeting.com/register/548106008
After registering, you will receive a confirmation email containing information about joining the webinar.
For more information, please contact us at email@example.com.