Name
Breakout: Using Raymond James Trust Services to Advance Your Practice
Date & Time
Wednesday, June 9, 2021, 1:30 PM - 2:20 PM
Description

This presentation will equip advisors with the knowledge they need to make full use of Raymond James Trust Services to meet the needs of their clients and advance their investment practice. With an aging population, many advisors have a large number of senior clients with particular concerns focused on their estates, executorship and incapacity. While an overview of Trust services will be provided, this presentation will go much deeper into the practicalities of when and how trust services can add value to clients. Advisors will learn how to engage in discussions with clients around topics such as estate, trust and incapacity planning, as well as how to offer trust service assistance to those acting as executor, attorney for property or trustee.

Speaker(s)
Paula Lester, Peter Quarles, and Paul Siluch