Videos

Developing a Compliant and Efficient Trust (ILIT) Administration Process

Jason Hassman, Client Relationship Manager, ITM TwentyFirst
Thursday, March 31, 2016 at 2pm EST
1 Hour CE credit for CFP, CTFA and FIRMA Certified Member

Putting an efficient and compliant process around the administration of personal trusts is not an easy task.  But with logical procedures to follow the task becomes much easier.  This session will provide the Trustee or Advisor with the actual process developed and proven for personal trusts, with an emphasis on life insurance trusts, one of the more complex trusts to administer.  The session, delivered by a specialist in personal trusts, will provide the framework for success for those professionals working in this market.

Session Handbook: Developing a Compliant and Efficient Trust (ILIT) Administration Process Handbook

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Self-Directed IRAs:  Proceed with Caution and Confidence

Jean Meyer, President, Mainstar Trust – Formally: First Trust Company of Onaga (FTCO)
Tuesday, March 1, 2016 at 2pm EST
1 Hour CE credit for CFP, CTFA and FIRMA Certified Member

Self-directed IRA’s have become one of the nation’s retirement essentials. Understanding how to administer them is a hot topic among Advisor’s and Trustee’s.  Managing and administering this asset can be tricky, but with the information in this session you will be able to move ahead with confidence.  This is a session many have asked for and we are lucky to have an expert in Self-Directed IRA’s leading it.

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