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LifeTrust3D's 2021

Virtual Trust Builder Summit

Tuesday, April 27, 2021

Due to COVID-19, the Trust Builder Summit has been moved to a virtual-only event in 2021.

2021 Tentative Trust Builder Summit Agenda

An educational, virtual gathering of the nation's top trust professionals,
facilitating collaboration & peer learning.

Sponsored by:

*Continued Education Pending Approval

Tuesday, April 27

    *Time of Event to be Determined

    • Welcome and Introductions by LifeTrust3D CEO, G. Tate Groome, CFP®, CLU®, AEP, in the Vanderbilt Room
    • Guest Speaker: Diana Cecil PickeringPresident of the Biltmore Family Office: The Business of Family Business
      • 1 hour of CE (pending)
    • Key Note Speaker: Caroline McKay, JD, What I Wish I Knew; Planning in Times of Uncertainty
      • 2 hours of CE

    • Round Table Peer Discussion, led by Becky Kelly of Fiduciary Education Center and Roger Pond of Trust Education Foundation
      • 2 hours of CE
    • Key Note Speaker: Carl Petty with the Leading Your Way to Growth seminar
      •  In addition to a 1-hour Leadership & Organizational Effectiveness Workshop
      • 2 hours of CE (pending)

    • Speaker: G. Tate Groome, CFP®, CLU®, AEP®, on ILIT Management and Why it Matters!
      • 2 hours of CE

Registration fees have been refunded for those who previously registered for the in-person event.

This event is now a complimentary, educational event for LifeTrust3D clients, to ensure the availability of continued education credits in 2021.

*Would you like to register? Click the button above.

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