Meet The Trustee (Evening)
November 5 @ 6:00 pm - 7:30 pm
Join Us for our annual Meet The Trustee event!**
We are excited to announce our upcoming Meet The Trustee event, where families, individuals with disabilities, service providers, attorneys, financial advisors and other community members can come together for an insightful open forum surrounding our Special Needs Trust program. The event will be moderated by the Director of Trusts, Ana Hughes, with a panel of Key Private Bank members there to answer your important questions surrounding trust administration, taxes, investments, executing wills, real estate, property management, and much more!
Key Private Bank panel members include:
Scott Moutlon, Senior Vice President, KPB Senior Relationship Manager
Cynthia J. McDonald, CTFA, ChSNC®, Senior Vice President, National Director of Philanthropic Advice
Cynthia J. McDonald, CTFA, ChSNC®, Senior Vice President, National Director of Philanthropic Advice
Christina Senvinsky, CTFA, Philanthropic Consultant
Peter J. Morici, CFP, CPA, Senior Vice President, Senior Portfolio Strategist
Linda R. Hall, CPA, Vice President, Senior Tax Officer
Peter J. Morici, CFP, CPA, Senior Vice President, Senior Portfolio Strategist
Linda R. Hall, CPA, Vice President, Senior Tax Officer
**Date:** November 5, 2026
**Session Times:** 10 AM or 6 PM
**Location:** Venture X Magnolia Conference Room — 3060 Williams Drive, Suite 300, Fairfax VA 22031
Don’t miss this chance to gain valuable knowledge and connect with others in the community!
**RSVP today and secure your spot!**