David Warren, President and CEO of Bridgeford Trust, will be presenting at the HighPoint Institute’s September event. The Highpoint Institute is an educational seminar platform for financial and business professionals looking to enrich the client experience with the latest on estate planning. The event has been approved for the following professional continuing education credits: CFP, CPA, LI®, CLU®, RICP®, ChFC®, CLF®, CASL®, ChSNC™, CAP®, and FSCP.
David’s presentation – What Your Clients May Be Losing By Having Their Trusts in Pennsylvania – will highlight the paramount importance of selecting the proper trust jurisdiction. Awareness of the tax, asset protection, and privacy advantages of modern trust laws is vitally important in the wealth planning process. Join this event to learn how selecting the proper trust jurisdiction will deliver far more control to advisors, settlors of trust, and beneficiaries than ever before.
Date: Thursday, September 15, 2016 Time: 9:00AM-12:00PM Location: HighPoint Law Classroom (200 Highpoint Drive, Suite 211, Chalfont, PA 18914) Registration Fee: $25 and includes a continental breakfast, networking, and the opportunity to earn 3 CE Credits
https://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.png00mauserhttps://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.pngmauser2016-08-15 15:11:362018-07-23 16:20:09Bridgeford Trust to Present at the HighPoint Institute on September 15
As an independent, full service trust company with South Dakota Trust powers, Bridgeford Trust Company provides independent, collaborative, and world class multi-family office and third party fiduciary services to domestic and international families.
Bridgeford Advisors, Inc. is a legally distinct sister company of Bridgeford Trust Company and coordinates consultative, planning, business development, and marketing support at locations in New York, California, Florida, South Dakota, and Pennsylvania.