PLEASE NOTE: THIS IS AN IN-PERSON EVENT AT OUR FAIRFAX OFFICE.

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

🗓 **Date:** November 7, 2024
🕙 **Session Times:** 10 AM or 6 PM
📍 **Location:** Venture X Cherry Blossom 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!**