Estate Planning in a Low Interest Rate Environment
With ultra-low interest rates continuing to challenge traditional trusts, perhaps it's time to modify your approach so as to better serve your clients? Join us for an important conversation with panelists facilitated by Director Luke Herlehy.
Note: Please treat the proposed time as a place-holder only as the actual time and venue will be chosen by our Members. It is the Board's hope that a hybrid online/in-person meeting will be held at Riverside Receptions in historic downtown Geneva where there is plenty of room for social distancing.