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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.