Description
Trust Advisors Institute – Fiduciary Fundamentals is in its 52nd year as a premier continuing education program for trust professionals and other in the wealth management industry. For more information, please visit www.trusteducationfoundation.com.
Learning Objectives
TAI is an exceptional educational opportunity — whether you’re a seasoned financial veteran looking to “brush up” on current practices and policies, or a newcomer seeking a comprehensive overview of the issues in your field. As its name suggests, TAI originated as a program for bank trust officers, and it retains a strong focus on the trust industry. But it also offers value to managers and other employees of investment companies, brokerages, accounting and law firms, retirement plan providers, and benefits administrators. Topics of Interest TAI covers 12 topics of interest to professionals in many different financial and legal disciplines: Compliance Employee Benefits Estate Planning Ethics Fiduciary Law Financial Planning Investments IRAs Operations Management of Specialty Assets Selling/Relationship Management Taxation Trust Administration.