Why you should consider using a trust company to manage your assets

Chia-Li Chien, PhD, will interview Eric W. Cosentino, CTFA, about “Why you should consider using a trust company to manage your assets.”

Certified Financial Planners often recommend clients set up trusts when their financial situations warrant such a valuable tool. One out of five financial advisors is a CFP accordingly to Certified Financial Planner Board of Standards, Inc. There are three general business models in the financial service industry. In this interview, Cosentino will help us better serve the clients an understanding of what trust companies do and how to communicate that with the clients.

Cosentino is a vice president and private wealth advisor with FineMark National Bank & Trust. He has nearly 30 years of experience in the financial services industry.

Registration is required. Participants will receive a confirmation email with information about joining the meeting. This is a webinar you won’t want to miss!

Register

Register by Nov. 17