October 24, 2017 1:00 PM - 2:00 PM EST

Learn the benefits of a Trusteed IRA along with four issues every IRA account should address: estate planning for your IRA, stretching our tax deferral period, roth conversion option and prudent investment management.

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 charter-holders 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.

October 24, 2017 3:30 PM - 4:30 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.

October 26, 2017 1:00 PM - 2:00 PM EST

Learn how to choose the best claiming strategy for your retirement.

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.