Free Virtual Townhall: What Every Family Should Know About Trusts
Our next Copper Leaf virtual townhall will be Tuesday November 16th from 12pm-1pm EST.
Join us and discover how trusts could play an important role as you plan for your family’s future. Whether you have an existing trust or maybe you are considering it for your situation- no knowledge of trusts required.
Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial is pleased to welcome Rebecca Halvorson of Cumberland Trust for Copper Leaf’s next townhall event. They will discuss ALL things “trust” including:
- Common types and main use of trusts
- How do trusts work?
- Under what circumstances should you consider a trust?
- Pros & cons of family members as trustees
- Partnering with a corporate trustee
- And much more!
Registration link: https://lu.ma/everything-trusts