Bridgeford Trust Company is proud to sponsor the upcoming 38th Annual Spring Symposium, hosted by the Philadelphia Tri-State chapter of the Financial Planning Association. Taking place on May 14, 2025, at Penn State’s Great Valley Campus in Malvern, PA, this event brings together leading professionals from across the financial services industry for a day of insightful presentations and networking opportunities.
David Warren, Co-Founder and Chairman of Bridgeford Trust Company, will be presenting during the symposium. His session, “Modern Trust Laws: Delivering Direction and Control,” will explore how Directed Trusts, Trust Protectors, and South Dakota’s modern trust laws are transforming the trust industry in the United States. Attendees will learn how these progressive statutes, available only in top-tier trust jurisdictions like South Dakota, empower families and advisors by providing innovative trust solutions that enhance trust administration, investment decision-making, and asset protection strategies.
We look forward to connecting with attendees throughout the day. Be sure to stop by our exhibit table and attend David’s session to learn more about how Bridgeford’s independent and conflict-free approach offers families a personalized, non-institutionalized solution for trust planning that is Big Enough to Matter, Small Enough to Care.
For questions or to arrange a meeting, contact us at (605) 224-9189 or via our contact form. If you won’t be at the conference but will be in the area, we invite you to connect with Bridgeford Advisors’ Philadelphia office to schedule a meeting for another time!
