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Meet The Trustee (Morning)

November 4 @ 10:00 am - 11:30 am

Families, individuals with disabilities, agencies, attorneys, financial planners and others must take advantage of this annual opportunity to meet our Trustee, KeyBank, during these two facilitated Thursday sessions.

RSVP and join us as we welcome The Arc of Northern Virginia’s Special Needs Trust (SNT) partner KeyBank. Current trust client or not, if you have questions related to SNT administration, you must RSVP! All are welcome!

This facilitated forum allows you to ask questions and receive straight answers about trust administration, taxes, investments, executing wills, real estate, property management, and more. We welcome you to send in your questions in advance. Before the event, we’ll organize them, send them to our partners at KeyBank, and present them Thursday. You may also ask questions live!

This event, held only twice annually, this year on Thursday, November 4, 2021, is very popular. We invite anyone who has questions about trust administration to join us. KeyBank’s experts are available to answer a wide variety of questions. We will record the session, but only to be able to transcribe the questions and answers which we’ll send out to those who have RSVP’ed.

Don’t miss this valuable opportunity to pose your questions and hear the answers firsthand. Remember, this event is only held annually in November. Come one, come all! We look forward to seeing you online.

Register for the event here

KeyBank Presenters: 

Cynthia J McDonald, CTFA: Senior Vice President, National Director of Philanthropic Advice

Peter Morici, CFP®, CPA: Senior. Vice President, Senior Portfolio Strategist

Vincent Miles, CWS®: Senior Vice President, Senior Relationship Manager

Linda Hall, CPA: Vice President, Senior Tax Analyst

January Phillips, Trust Real Estate Officer, Key Private Bank

Tia Marsili, Director of Trusts at The Arc of Northern Virginia will host and moderate the discussion.

 

RSVP is required. Please note this session will NOT be recorded.

Details

Date:
November 4
Time:
10:00 am - 11:30 am
Event Category:
Event Tags:
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