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 and Chairman of Bridgeford Trust Company – sits down with guests Nancy Golding – Global Chair of STEP – and Ceci Hassan – Chair of STEP Miami (positions held at the time of the recording). 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.

Click here to explore more episodes or listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud. You can also subscribe to our blog to receive notifications when new episodes are added.

© Copyright 2024 - Bridgeford Trust Company

The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal and/or tax advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship. All information and material appearing on bridgefordtrust.com is copyrighted. Reproduction in whole or in part is not permitted without written permission.
Episode 15 – A Discussion on Investments and the Benefits of a South Dakota... Episode 17 – Philanthropic Planning
You are now leaving Bridgeford Trust Company's website and are being redirected to a website that is external to and independent of Bridgeford Trust Company.
Continue