Mastery Program: The Key of Purposefully Naming a Trust
January 10 @ 12:00 pm - 1:00 pm EST
In this Purposeful Trusts & Gifts Mastery Program, we’ll discuss the symbolic power of naming a trust and the opportunity that exists to connect the Beneficiary and Trustee to the purpose and meaning of the gift. The best name for a trust is one chosen by the clients to reflect their deepest purposes, hopes and dreams.
This session is for PPI members who have signed up for the 2019/20 Purposeful Trusts & Gifts Mastery Program. Contact us for more information or to register.