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Thursday, September 10, 2015 7:00 PM

SUCCESSOR TRUSTEE TRAINING

At this special event, our speakers will address:
*  Understanding living trusts and how they can help your family.
*  What are the duties and responsibilities of a Successor Trustee?
*  Who should be named as a Successor Trustee?
*  How is a successor trustee different from a beneficiary?
*  Who are the people involved with a living trust?
*  What if the responsibilities are too much for me?

This is a seminar for both Trustees and Successor Trustees!


Location:  The Sheraton Rockville Hotel, 920 King Farm Blvd., Rockville, MD  20850

Space is limited - call 301-990-4395 today to reserve your seat.

Speakers:  Patrick Carroll, CFP and Francis Kreysa, Esq.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities offered through Triad Advisors, member FINRA/SIPC. Advisory Services offered through ACI Partners, LLC. ACI Partners, LLC is not affiliated with Triad Advisors.