Bridgeford Trust is very pleased to be presenting at an upcoming event in Allentown, PA at the exquisite Lehigh Valley Trust Building. The program – Credits and Cocktails at Vault634 – will be held in conjunction with RiverWealth Advisors and Cornerstone Advisors.

Date: Thursday, October 3, 2019

Time: Registration and networking will take place from 4:30pm – 5:00pm. The presentation, which provides CLE and CPE credit, will take place from 5:00pm – 6:00pm. Heavy hors d’oeuvres, cocktails, and conversation will follow from 6:00pm – 7:00pm.

Location: Vault 634 at 634 Hamilton St, Allentown, PA 18101

Presentation: Modern Trust Law and the Power of Collaboration: A New Wealth Management Paradigm

The evolution of modern trust law has created an environment for the possibility of tremendous collaboration among investment managers, insurance professionals, and trust companies, therefore eliminating – almost entirely – conflicts of interest that exist in the traditional approach to wealth management and trust administration. During this presentation, David Warren, Co-Founder and Chairman of the Board of Bridgeford Trust Company along with Paul Fabiano, Corporate Counsel of Cornerstone Advisors, will explore cutting-edge modern trust law concepts that make this environment possible such as the directed trust, trust protector, and decanting. The session will also consider powerful asset protection and privacy capabilities by simply selecting a progressive trust jurisdiction.

Please RSVP here: https://www.surveymonkey.com/r/Vault634. We look forward to seeing you there!

*One “Other” CPE credit is provided by sponsor, McKonly & Asbury. The level of the CPE is intermediate and there are no prerequisites.
*One CLE credit is provided by the PA CLE Board.