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  • The Gathering 2018 – The Complete Package


    Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.

    The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

    (Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • The Gathering 2018 – Private Fiduciaries and Trust Companies – What to Consider from a Client’s Point of View as well as the Advisor’s


    What are the consideration, advantages, and risks when helping your clients choose between a private fiduciary or a trust company to help administer their estate? Ann and Lauren will discuss the regulations governing each of the two choices and how the roles complement each other, as well as some differences that may cause a choice in one direction or the other. Likewise, are there instances in which professional trustees and private fiduciaries should consider combining forces to carry out the best interest standard and what logistics, documents and/or drafting language would allow them to do so?

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

    Presented by Anne Rosevear, Esq. and Lauren Derstine Humphrey, JD

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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