Bridgeford Trust is very pleased to be presenting at an upcoming event on October 3, 2019 in Allentown, PA at the exquisite Lehigh Valley Trust Building. The program – Credits and Cocktails at Vault634 – will be held in conjunction with RiverWealth Advisors and Cornerstone Advisors.
David Warren, Co-Founder and Chairman of the Board of Bridgeford Trust Company along with Paul Fabiano, Corporate Counsel of Cornerstone Advisors will present “Modern Trust Law and the Power of Collaboration: A New Wealth Management Paradigm.” The evolution of modern trust law has created an environment for the possibility of tremendous collaboration among investment managers, insurance professionals, and trust companies, therefore eliminating – almost entirely – conflicts of interest that exist in the traditional approach to wealth management and trust administration. This presentation will explore cutting-edge modern trust law concepts that make this environment possible such as the directed trust, trust protector, and decanting. The session will also consider powerful asset protection and privacy capabilities by simply selecting a progressive trust jurisdiction.
This presentation provides CLE and CPE for attendees. In addition, the event will celebrate River Wealth Advisors’ new office location in Allentown. The agenda for the evening is:
4:30pm – 5:00pm: Networking and Registration
5:00pm – 6:00pm: Modern Trust Law and the Power of Collaboration Presentation
6:00pm – 7:00pm: Heavy Hors D’Oeuvres, Cocktails and Conversation in Vault 634’s Speakeasy
To register for this complimentary event, please visit: https://www.surveymonkey.com/r/Vault634. We hope to see you on October 3!
