Connection Series: How Trusts Can Support Your Estate Plan

Join us for an informed discussion on trust and their benefits. Ray Juidici, Senior Vice President of Trust & Wealth Management at National Bank, will provide detailed information on how to determine if a trust is more beneficial for your situation, how it is established, and how it works in terms of financial distribution. He will talk about how to simplify estate planning, reduce estate expenses, and how to meet your goals. There will be time for questions. RVSP by August 24 to Dominique at dharder@warmhearth.org or 540-443-3406.