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:
Vincent Miles, CWS, Senior Vice President, Senior Relationship Manager
Cynthia J. McDonald, CTFA, Senior Vice President, National Director of Philanthropic Advice
Peter Morici, CFP, CPA, Senior Vice President, Senior Portfolio Strategist
Linda Hall, CPA, Vice President, Senior Tax Officer
Don’t miss this chance to gain valuable knowledge and connect with others in the community!