We know you want as many of your clients and prospects as possible to attend your annual conference. In addition to having the opportunity to highlight your services and share ideas and best practices among peers, an additional benefit would be to receive Continuing Education credits. We would love the opportunity to help you with that.
Fiduciary Education Center will assist your group in evaluating the business risk inherent in the Trust business. We focus on your processes and policies currently in place and make recommendations. In addition, if necessary, we can bring your policy manual up to date.