Forum Registration
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
Breakfast Buffet
Carolina Dining Room
Hot Topics in Estate Planning
Charles (Skip) D. Fox IV, Esquire
Partner
McGuireWoods, LLC
Break and Exhibits
Carolina Hall
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
Senior Vice President/Manager National Trust Administration
City National Bank
Lunch
Carolina Hall
Economic and Market Outlook
Linda A. Duessel CFA, CFP, CPA
Senior Vice President
Federated Hermes
Break and Exhibits
Carolina Hall
Regulatory Update
Kary A. Moore, Esquire
Senior Corporate Counsel and Vice President
Federated Hermes
Reception & Cocktail Party
Carolina Hall
Breakfast Buffet
Carolina Dining Room
“The Results Are In: Where Do We Go From Here?”
Christopher N. Hewitt
ASSOCIATE
Womble Bond Dickinson (US) LLP
Break and Exhibits
Carolina Hall
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
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
Lunch
Carolina Hall
Health Savings Accounts (“HSAs”) As Valuable Tools for Financial & Retirement Planning
Jason M. Cogdill
Attorney at Law
Capturing ESG and Financial Sustainability
Emily Lawrence
Senior Product Specialist for ESG
Northern Trust
Dining on your own
Breakfast Buffet
Carolina Dining Room
Family Businesses – Succession and Monetization Strategies
J. Lee Lloyd
Senior Advisors, Mergers and Acquisitions/Corporate Finance
J. Lee Lloyd, LLC
Compliance and Risk Management Panel
Brian Morrow
Fiduciary Risk and Compliance Consultant
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?