Happy New Year!
Many of you expressed your appreciation that we've been providing an excellent experience for you, both at our meetings, and as a member of the estate planning and trust council. We have upgraded our website, improved our check-in process, added additional continuing education credits, and also worked very hard to make sure that the speakers are of the very highest quality and bring valuable information, increasing our technical proficiency, but also helping us be more efficient, more productive, and to better serve our clients.
We work particularly hard for every meeting to balance the four important quadrants of the council. Technical expertise versus client management and high-net-worth individuals versus the millionaire next door. Each of these categories has distinctive challenges and benefits. You've all had an impact on how the council works, and we thank you and ask that you continue to share your ideas.
I look forward to seeing all of you at our upcoming meeting on Thursday February 7th 2019. Remember we begin promptly at noon for lunch with the presentation beginning at 12:30.
Our presentation will be headed up by Kevin Tiber, COO of Farmers and Merchants Trust Company, Karin Finnegan CTFA and Ryan Eichenauer CTFA, and Matthew Kimmel CTFA. They will make sure we are all up-to-date concerning the important role trust officers play in administering and managing trust accounts, particularly regarding compliance with federal and state laws. Since we have a good mix of seasoned and growing professionals from all those disciplines, they will spend a few minutes on basics and then get more granular.
-Types of trusts that are managed by trust officers
-Exclusions; who isn't a candidate.
And much more.
All four presenters are well known experts in trust management, with a strong record of leadership professionally and in the community. I look forward to their insights, and to seeing all of you there.
All the best!