You're Invited
by John Leeming, CFP®, President and CCO of J.L. Bainbridge.
EVENT: Join JL Bainbridge and National Advisors Trust for a practical introduction to a modern, collaborative approach to trust administration. We’ll review how an estate attorney, independent financial advisor, and professional trustee can work together to provide clients with greater flexibility, continuity, and coordinated support.
TAKEAWAY: We will outline how the structure works, when it may make sense for your clients, and what to consider when recommending a professional trustee. National Advisors Trust will also be available to answer questions about its role, approach, and trust administration services.
WHEN: Thursday, October 22
5:30 PM – Wine Tasting & Appetizers while Networking
Enjoy Walla Walla, Washington wines from selected vineyards of the renowned Long Shadows Winery.
6:00 PM – Educational Presentation
WHERE: JL Bainbridge & Co. 1582 Main Street Sarasota, FL 34236
WHO: You and up to two colleagues are invited.
RSVP: Seating is limited. Please RSVP by filling out the form. We look forward to welcoming you.