Session Information
ABA Advanced Trust Forum
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Meeting a Beneficiary''s Expectations: An Interactive Dialogue
Track
:
Wednesday, August 19
Program Code:
04
Date:
Wednesday, August 19, 2009
Time:
4:00 PM to 5:30 PM
EST
Location:
Ballroom B
MODERATOR
:
Ace E. Rowley, ABA Advanced Trust Forum Advisory Board Chair
PANELIST
(S):
George Cushing, Partner, Kirkpatrick and Lockhart, LLP
Susan J. Hartley, CTFA, Director, Fiduciary Services, BNY Mellon Wealth Management
Mark Oller, CTFA, Vice President/Managing Director, Wilmington Trust Co.
Andrew Kafka, CTFA, J.D. Trust Officer, Union Bank & Trust Company
Description
Today’s economy has turned many traditional planning assumptions upside down. How do you manage client and beneficiary expectations now? Discover tools and approaches for resetting expectations and get a clear picture on how to compare and contrast today’s financial assumptions with past historical models. From 401ks to asset allocation to the power to adjust unitrusts, learn new techniques to better manage expectations in today’s times.
No items are available for this session.
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