Workshops & Webinars

April 24, 2018 4:00 PM - 5:00 PM EST

Learn the warning signs of financial exploitation and how to take steps to avoid becoming a victim.

This webinar is part of our Knowledge to Plan Webinars, which are designed to provide you with a better understanding of issues that impact your financial well‐being and security. We believe enhanced knowledge and understanding leads to better financial decisions and helps you avoid costly mistakes. Presented by experienced professionals including attorneys and investment charterholders of the prestigious CFA designation, each webinar allows you to raise questions and request a personal follow‐up appointment or follow-up call from one of our experienced trust and investment officers.

April 26, 2018 4:00 PM - 5:00 PM EST

Learn how a living trust can be an excellent way to protect your loved ones and to avoid the cost and hassle of probate (the court process following a person's death).

This webinar is part of our Knowledge to Plan Webinars, which are designed to provide you with a better understanding of issues that impact your financial well‐being and security. We believe enhanced knowledge and understanding leads to better financial decisions and helps you avoid costly mistakes. Presented by experienced professionals including attorneys and investment charterholders of the prestigious CFA designation, each webinar allows you to raise questions and request a personal follow‐up appointment or follow-up call from one of our experienced trust and investment officers.