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WEBINAR: Trustee Selection


 

Greetings!

Baltimore-Washington Financial Advisors and Elville and Associates invite you to an interactive workshop on, “Trustee Selection – How to Choose the Right One for You”.
Webinar
Thursday, July 27, 2023 from 11:45 AM to 1:00 PM EDT
TOPICS WILL INCLUDE:
  • What is a Trustee and what are their responsibilities?
  • Types of trustees and their characteristics – advantages and disadvantages
  • The perfect Trustee – setting the benchmark for selection
  • Trustee selection – why is it so important?
  • Trustee succession and plan design – why so difficult, why so crucial?
  • Trustee roles in Wills and Trusts
  • What are some reasons to consider appointing a corporate trustee?
  • Why should you be concerned about “successor trustee risk”?
  • How can BWFA help with selecting a corporate trustee?
PRESENTERS:
Senior Financial Planner
Managing Principal,
Elville and Associates
We hope you can join us!
Sincerely,


Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.

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