3:00 PM - 5:30 PM

Forum Registration

5:30 PM - 7:00 PM

Opening Session Reception and Cocktail Party
Carolina Hall

Maria Sturges
Trust Education Foundation, Inc.
President
Infovisa Wealth Services LLC

Becky Kelly – Executive Director
Trust Education Foundation, Inc.
Managing Partner
Fiduciary Education Center, LLC

6:30 AM - 8:00 AM

Breakfast Buffet
Carolina Dining Room

8:00 AM - 10:00 AM

Hot Topics in Estate Planning

Charles (Skip) D. Fox IV, Esquire
Partner
McGuireWoods, LLC

10:00 AM - 10:30 AM

Break and Exhibits 
Carolina Hall

10:30 AM - 12:00PM

Management Panel – What We Have Learned in the Pandemic

Ryan A. Newkirk – Moderator
Senior Vice President and Managing Director
Wells Fargo Private Bank

Panelists:

Rebecca W. Brock
Fiduciary Executive, Private Wealth Management
Truist, Inc.

Gene Lewis
Senior Vice President and Manager Trust Department
First Citizens Bank

Jason Niell
Vice President/Manager National Trust Administration
City National Bank

12:00 PM – 1:30 PM

Lunch
Carolina Hall

1:30 PM - 3:00 PM

Economic and Market Outlook

Linda A. Duessel CFA, CFP, CPA
Senior Vice President
Federated Hermes

3:00 PM - 3:30 PM

Break and Exhibits 
Carolina Hall

 

3:30 PM - 4:30 PM

Regulatory Update

Kary A. Moore, Esquire
Senior Corporate Counsel and Vice President
Federated Hermes

 

5:30 PM – 6:30 PM

Reception & Cocktail Party 
Carolina Hall

6:30 AM - 8:30 AM

Breakfast Buffet
Carolina Dining Room

8:30 AM - 9:30 AM

“The Results Are In: Where Do We Go From Here?”

Christopher N. Hewitt
ASSOCIATE
Womble Bond Dickinson (US) LLP

9:30 AM - 10:00 AM

Break and Exhibits 
Carolina Hall

10:00 AM - 11:00 AM

Drafting in the Dark – How to Build Flexibility into Estate Plans During Times of Uncertainty

Elie J. Foy
OF COUNSEL
Womble Bond Dickinson (US) LLP

11:00 AM - 12:00 PM

The Brave New World of the “Gen Z” Beneficiary

Phillip Strickland
Senior Vice President and Manager of Institutional Trust
First Citizens Bank

Aaron Schnoor
Senior, SGA President
Campbell University Trust and Wealth Management Program

12:00 PM - 1:30 PM

Lunch
Carolina Hall

1:30 PM – 2:30 PM

Health Savings Accounts (“HSAs”) As Valuable Tools for Financial & Retirement Planning

Jason M. Cogdill
Attorney at Law

2:30 PM - 3:30 PM

TBD

3:30 PM - 7:00 PM

Dining on your own 

6:30 AM - 8:00 AM

Breakfast Buffet
Carolina Dining Room

 

8:00 AM - 9:30 AM

Family Business Succession

Lee Lloyd
Mergers and Acquisitions Consultant

9:30 AM - 11:00 AM

Compliance and Risk Management Panel

Charles A. Davis II
Large Financial Institution Senior Examiner
Supervision, Regulation and Credit
Federal Reserve Bank of Richmond, Charlotte Branch

Brian Morrow
Fiduciary Risk and Compliance Consultant

11:00 AM

Wrap Up

Becky Kelly
Executive Director
Trust Education Foundation, Inc.
Partner
Fiduciary Education Center, LLC

World Class Speakers, Relevant Content based on Industry Hot Topics, enough Continuing Education Credits to meet your Annual Requirements and Popcorn breaks… Need we say more?

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