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Special Webinar – Meet Our Trustee – KeyBank (Morning Session)
November 5, 2020 @ 10:00 am - 11:30 am
Families and individuals have the opportunity to meet our Trustee, KeyBank.
Come and learn more about The Arc of Northern Virginia Trust Team’s partnership with KeyBank. It doesn’t matter whether you are a current trust client or if you are interested in our trust program. All are welcome!
We will discuss trust administration, taxes, investments, executing wills, real estate and more.
We will discuss trust administration, taxes, investments, executing wills, real estate and more.
KeyBank Presenters:
Vincent Miles, CWS®: Vice President, Senior Relationship Manager
Cynthia J McDonald, CTFA: Senior Vice President, National Director of Philanthropic Advice
Peter Morici, CFP®, CPA: Sr. Vice President, Senior Portfolio Strategist
Sandra Kubit: Vice President, Senior Institutional Advisor
Linda Hall: Senior Tax Analyst, KeyBank National Trust Tax
Cynthia J McDonald, CTFA: Senior Vice President, National Director of Philanthropic Advice
Peter Morici, CFP®, CPA: Sr. Vice President, Senior Portfolio Strategist
Sandra Kubit: Vice President, Senior Institutional Advisor
Linda Hall: Senior Tax Analyst, KeyBank National Trust Tax
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.