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Meet the Trustee (Morning event)
November 2, 2023 @ 10:00 am - 11:30 am
Families, individuals with disabilities, agencies, attorneys, financial planners and others should take advantage of this annual opportunity to meet our Trustee at one of these two sessions on Thursday November 2, 2023, at 10am or 6pm.
Join us as we welcome The Arc of Northern Virginia’s Special Needs Trust Trustee, KeyBank. Moderated by Trust Assistant Director Reanna Weatherford, this facilitated forum allows you to ask questions about trust administration, taxes, investments, executing wills, real estate, property management and more.
We welcome you to send in your questions in advance for our KeyBank partners, or ask them live!
NOTE: This event will be held in person at our new office space at Venture X in Fairfax. Join us and experience our beautiful new facilities at 3060 Williams Drive, Suite 300 in Fairfax!
KeyBank Presenters:
Vincent Miles, CWS, Senior Vice President, Senior Relationship Manager
Cynthia J. McDonald, CTFA, Senior Vice President, National Director of Philanthropic Advice
Peter Morici, CFP, CPA, Senior Vice President, Senior Portfolio Strategist
Linda Hall, Vice President, Senior Tax Analyst
