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X-WR-CALNAME:Special Needs Trust Program
X-ORIGINAL-URL:https://thearcofnovatrust.org
X-WR-CALDESC:Events for Special Needs Trust Program
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DTSTART;TZID=America/New_York:20211104T100000
DTEND;TZID=America/New_York:20211104T113000
DTSTAMP:20260501T195840
CREATED:20210817T183850Z
LAST-MODIFIED:20211008T195853Z
UID:4267-1636020000-1636025400@thearcofnovatrust.org
SUMMARY:Meet The Trustee (Morning)
DESCRIPTION: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. \nRSVP 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! \nThis 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! \nThis 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. \nDon’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. \nRegister for the event here \nKeyBank Presenters:  \nCynthia J McDonald\, CTFA: Senior Vice President\, National Director of Philanthropic Advice \nPeter Morici\, CFP®\, CPA: Senior. Vice President\, Senior Portfolio Strategist \nVincent Miles\, CWS®: Senior Vice President\, Senior Relationship Manager \nLinda Hall\, CPA: Vice President\, Senior Tax Analyst \nJanuary Phillips\, Trust Real Estate Officer\, Key Private Bank \nTia Marsili\, Director of Trusts at The Arc of Northern Virginia will host and moderate the discussion. \n  \nRSVP is required. Please note this session will NOT be recorded.
URL:https://thearcofnovatrust.org/event/meet-the-trustee-morning/
CATEGORIES:First Fridays Futures Planning
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211104T190000
DTEND;TZID=America/New_York:20211104T203000
DTSTAMP:20260501T195840
CREATED:20210817T184204Z
LAST-MODIFIED:20211008T200627Z
UID:4270-1636052400-1636057800@thearcofnovatrust.org
SUMMARY:Meet The Trustee (Evening)
DESCRIPTION: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. \nRSVP 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! \nThis 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! \nThis 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. \nDon’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. \nRegister for the event here \nKeyBank Presenters:  \nCynthia J McDonald\, CTFA: Senior Vice President\, National Director of Philanthropic Advice \nVincent Miles\, CWS®: Senior Vice President\, Senior Relationship Manager \nPeter Morici\, CFP®\, CPA: Senior. Vice President\, Senior Portfolio Strategist \nLinda Hall\, CPA: Vice President\, Senior Tax Analyst \n  \nTia Marsili\, Director of Trusts at The Arc of Northern Virginia will host and moderate the discussion. \nRSVP is required. Please note this session will NOT be recorded.
URL:https://thearcofnovatrust.org/event/meet-the-trustee-evening/
CATEGORIES:Upcoming Events
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