The Trust Advisor Presents Special Trust Webinar February 14

According to the research firm Cerulli, the number of new trust companies operating nationwide has doubled since 2001. But how do advisors navigate this increasingly crowded space?

The Trust Advisor will be conducting an online webinar on February 14 to provide a few answers.

Seats are limited to the first 500 registrants and participation is free for Trust Advisor subscribers. All others will have to pay $99 to hear what our all-star panel has to say:

* Robert Testa, analyst with Cerulli
* Mark V. Purpura, Delaware trust attorney
* Robert Ellis, trust technology expert
* Brian Williams, branding expert
* L. Scott Walshaw, Nevada’s former banking commissioner

I’ll be co-moderating along with Jon C. Walls, a senior financial advisor with Principle Management Consulting who has organized several South Dakota trust companies.

The program will include the best business models and jurisdictions to use for hosting trust companies in various favorable states like South Dakota, Delaware and Nevada.

For all the insights, click here to register.

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