Episode 16 – Discussion with the Society of Trust and Estate Practitioners (STEP)

Guests: Nancy Golding, Global Chair of STEP and Ceci Hassan, Chair of STEP Miami

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guests Nancy Golding – Global Chair of STEP – and Ceci Hassan – Chair of STEP Miami. During this discussion, we learn more about STEP and STEP Miami and their great success in inspiring confidence in families planning for their futures. David, Nancy, and Ceci go on to discuss global hot topics and the future vision for STEP, both globally and in the U.S.

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

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