Upcoming Events

Webinar - Trusts 101

If you’ve heard of trusts - or even have one - but aren’t quite sure what they do or how they work, this webinar is for you.

In this free 45-minutes session, you’ll gain clarity on:

  • What a trust is and how it works

  • Common trust terms and what they mean

  • Common types of trusts and their purposes

  • Why someone might choose a trust over other planning tools

  • How to title assets into a trust

  • Pitfalls using a trust and how to avoid them

We will have a 15 minute Q&A at the end.

Date: April 29, 2025 (Tuesday)

Time: 12 p.m. - 1 p.m.

Location: Zoom