Webinars

We are pleased to present a full calendar of thought-provoking webinars on a variety of timely topics. Join us for engaging discussions by selecting any of the following webinars you wish to attend. Details for each webinar can be viewed by clicking on the listing. Replays of previous webinars are available on demand, see below. To register, check the box and complete the registration form at the bottom of the page.

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Overview

Title: Medicare and Social Security 101

Duration: 1 hour

Summary

A look at the essential aspects of Medicare and Social Security: who qualifies, what you may receive, and how the choices you make can impact your finances in retirement.

Please join us as our wealth planners discuss frequently asked questions about:

  • When to collect Social Security and how to maximize your benefit
  • The ABCs of Medicare: the various parts available to you
  • How Medicare and Social Security programs work together

Our speakers will be Senior Wealth Planner Nicole Bennett Price and Wealth Planner John Traynor. The program will be moderated by Director of Estate and Financial Planning, Bryan Kirk.

Speakers

Bryan D. Kirk

Director of Estate and Financial Planning and Trust Counsel

Bryan is responsible for overseeing financial and estate planning services for Fiduciary Trust. He regularly consults with clients across the country and internationally on the integration of their goals and circumstances into their financial and estate plans.

John Traynor, CFP®, CPWA®

Vice President, Wealth Planner

John is a Certified Financial Planner® and a Certified Private Wealth Advisor® specializing in all facets of financial planning. He is responsible for partnering with client service teams to develop strategic advice for our clients around their financial decisions and the full range of financial planning topics.

Nicole Bennett Price, CFP®

Managing Director, Senior Trust Officer and Senior Wealth Planner

With 20 years of experience, Nicole is a Certified Financial Planner, responsible for the administration of trust and investment advisory accounts as well as wealth planning for clients of the firm.

Overview

Title: Introduction to Sustainable Investing

Duration: 1 hour

Summary

Sustainable investing is gaining considerable momentum in the industry. This webinar will introduce the tools available for investors who seek long-term competitive financial returns and options to generate positive societal impact.

Join our panel of experts as they discuss frequently asked questions about:

  • Our firm’s approach to ESG integration
  • The sustainable investors toolkit
  • Opportunities to align your portfolio with your values
  • How your investments can achieve impact

Speakers

Ronald J. Sanchez, CFA

Executive Vice President and Chief Investment Officer

Ron is responsible for setting the global investment strategy for client assets. He is co-chairman of the firm’s Asset Allocation Committee and a member of both the Executive and Management Committees. In addition, he is a member of the Franklin Templeton Solutions Global Investment Committee. Prior to joining Fiduciary Trust in 1993, Ron spent six years as a fixed income portfolio manager with Public Service Mutual Insurance Company. Ron appears regularly as a guest subject-matter-expert for both CNBC and Moneylife Radio. His insights draw from his deep knowledge of investment strategy as he provides perspective and context into market behavior and current economic events. His ability to effectively communicate these intuitions has landed him a recurring role in both major outlets. He earned a Bachelor of Science degree from C.W. Post College and is a Chartered Financial Analyst (CFA) charterholder.

Carin Leong Pai, CFA

Executive Vice President and Head of Portfolio Management

Carin is responsible for leading Fiduciary Trust’s team of portfolio managers. Carin oversees the firm’s equity strategy and process as the head of the Equity Strategy Committee. She is a member of the Asset Allocation Committee and works closely with investment leadership to develop strategic and tactical asset allocation strategies. Among many other responsibilities, Carin currently serves as a member of Fiduciary Trust’s Management Committee, Operating Committee, and Risk Management Committee. Prior to joining Fiduciary Trust in 1996, she worked at Prudential Securities in the brokerage division. Carin is a recipient of the New York Business Journal’s 2016 Women of Influence award, honoring women business leaders in the New York City area for their achievements in the marketplace as well as their commitment to the community and mentoring programs. She is also a recipient of Money Management Executive’s 2016 Top Women in Asset Management award. On top of this, Carin serves on the board of trustees of the Citizens Budget Commission, a non-partisan, non-profit organization whose mission is to achieve constructive change for New York government services and finances. Excitingly, Carin was recently selected for her inclusion in Crain’s New York Business 2019 Notable Women in Banking and Finance list. She earned a Bachelor of Science degree in business administration from the University at Albany, State University of New York, and completed an Executive Program at Harvard Business School for investment management. She is a Chartered Financial Analyst (CFA) and a member of the CFA Society of New York.

Colleen A. Silver, CFA

Managing Director, Portfolio Manager

Colleen focuses on sustainable investing, leading Fiduciary Trust’s client engagement and cross-functional initiatives in this area. In her role as portfolio manager, Colleen is responsible for providing advisory services including asset allocation, manager diligence and selection, investment analysis, client reporting, and account analytics for institutional and ultra-high net worth clients. She serves as co-chair of the [email protected] Policy Sub-Committee, driving policy improvements to increase Franklin Templeton’s and Fiduciary Trust’s success at recruiting, promoting, and retaining women across the organization. Colleen joined the firm in 2008 and completed Franklin Templeton’s Futures Associate Program prior to joining the Strategic Advisory Group in 2010. She earned a Bachelor of Science degree in finance and marketing from the Stern School of Business at New York University. She completed the American Bankers Association National Trust School. She is a Chartered Financial Analyst (CFA) charterholder and member of the CFA Society New York and their Sustainable Investing Group.

Jeff Finkelman, CFA

Vice President, Sustainable Investing

Jeff focuses on values-driven, ESG and impact investing across asset classes. Prior to joining Fiduciary Trust International, Jeff was an Investment Officer with the Office of Investment and Innovation at the U.S. Small Business Administration. Jeff’s primary responsibility involved completing due diligence on private equity funds for the Small Business Investment Company (SBIC) program, a public-private investment fund. During his time in government, Jeff also helped draft the investment policy governing SBA’s Impact Investment Fund and spent six months as a Presidential Management Fellow with the Office of African Nations at the U.S. Department of Treasury. Previously, Jeff served as a United States Peace Corps Volunteer in Togo, West Africa. Jeff received his Master of Arts in International Finance and Development from Johns Hopkins School of Advanced International Studies and Bachelor of Arts in International Relations from Tufts University. Jeff is Co-author – Investing in Gender Equality, January 2018; Author – Building Impact Portfolios, April 2017; Chartered Financial Analyst (CFA) Charterholder; Member, CFA Society Boston; Co-author - Social Finance and the Postmodern Portfolio: Theory & Practice, Journal of Wealth Management (Spring 2016).

Overview

Title: Benefits of Using a Trust For Families In Need

Duration: 1 hour

Summary

Preparing for loved ones with special needs requires thoughtful planning. Join our panel of experts to learn more about the use of trusts to address family needs and meet family goals. Topics will include:

  • How can a trust be used for the benefit of individuals with special needs or individuals who may not be able to manage funds on their own due to health issues or other reasons?
  • What is a special needs trust and under what circumstances would such a trust be used?
  • What capabilities are important when looking for a trustee of a special needs trust?

Speakers

Terry Colleran

Managing Director and Senior Trust Officer

Terry is responsible for administration of special needs trusts, settlement trusts, and guardianship accounts. As a former practicing personal injury attorney, Terry has decades of experience advocating for the injured and disabled.

Susan Bartels

Managing Director and Senior Trust Officer

Susan is responsible for administration of special needs trusts and guardianship accounts. Susan works very closely with client families and has over 25 years of experience solving problems for individuals and corporations.

Eileen Carroll

Vice President and Trust Officer

Eileen is responsible for administration of trust and guardianship accounts with a focus on special needs individuals. Eileen has more than ten years of experience working in public interest law on behalf of children and clients with disabilities.

Latisha Bernard Schuenemann, Esq.

Latisha is an attorney with the law firm of Leisawitz Heller, P.C. She focuses her practice on estate and trust planning and administration, special needs trusts, tax and elder law, minor and incapacitated guardianships, and fiduciary litigation.

Overview

Title: Financial Planning for the LGBTQ+ Community

Date: Thursday, June 24, 2021

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

LGBTQ+ people face unique financial and legal challenges as they plan for life’s major events. Join us for a webinar to address these important issues in addition to the impact of potential tax law changes.

Overview

Title: Outlook Mid-Year Review

Date: Thursday, July 15, 2021

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

Experts will share their view on the investment landscape for the past six months and the remainder of 2021.

Overview

Title: Managing Endowments and Foundations During Uncertain Times

Date: Thursday, September 23, 2021

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

Endowments and foundations face many challenges today. Managing investments should not be one of them. Join our experts as they discuss strategic investment solutions to support the mission of the non-profit organization.

Overview

Title: Retirement Lifestyle and Planning: Make Retirement…Work!

Date: Thursday, October 21, 2021

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

The transition from the working world to retirement is a big one, and one that many of our fellow Baby Boomers and even the younger Gen-Xers are scared to face. Make Retirement...Work! by Andrew Gogates and Rick Hearin provides a navigational guide to the best years of your life. Andrew and Rick are fellow travelers on this road and will discuss the various approaches for making the transition.

Overview

Title: Year-End Tax Planning and Charitable Giving Best Practices: Planning Makes a Difference

Date: Thursday, November 11, 2021

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

Join our tax experts as they answer your questions about planning actions to take before year-end and in the year to come. Hear our advisors discuss the importance of careful planning to achieve thoughtful philanthropy.

Overview

Title: 2022 Outlook, Investment Focus

Date: Thursday, December 9, 2021

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

Experts will share their thoughts on the investment outlook for the year ahead: market opportunities, risks, and investment strategies across asset classes.

Overview

Title: 2022 Outlook, Planning Focus

Date: Thursday, January 13, 2022

Time: 4:00 PM ET / 1:00 PM PT

Duration: 1 hour

Summary

Experts will discuss their latest thinking on the planning landscape for the year ahead.

Overview

Title: The Impact of New Tax Proposals: Actions to Consider in 2021

Duration: 1 hour

Summary

Federal tax law changes impacting wealthy individuals and families may soon become a reality. Our trust and estate and tax planning experts discuss how these proposed changes may affect you and actions to consider in 2021.

Speakers

Bryan D. Kirk

Director of Estate and Financial Planning and Trust Counsel

Gerry Joyce

National Head of Trusts & Estates, Fiduciary Trust

Theresa McGinley

Director of Trust Administration and Trust Counsel

Craig Richards

Director of Tax Services

Overview

Title: 2021 Outlook: Key Tax and Planning Strategies for the Year Ahead

Duration: 1 hour

Summary

The new administration in Washington, D.C. could mean changes in tax laws and regulations. And, many families and small businesses who changed the course of their financial plans during the pandemic will need to readjust in the new year. Our panel of experts will provide their best advice on how to make informed tax and financial decisions in 2021, including:

  • Planning for your estate to prepare for upcoming tax law changes
  • Supporting children and aging parents without compromising your own goals
  • Navigating life transitions, such as a move, the sale of business, divorce or the death of a loved one
  • Making informed financial plans for a post-pandemic environment

Speakers

Gerry Joyce

National Head of Trusts & Estates, Fiduciary Trust

Gerry is responsible for trust and estates strategy and administration. He has over 30 years of experience in the area of trusts and estates and has held senior positions at leading wealth management companies, working closely with domestic and international clients to develop customized trust and estates strategies.

Bryan Kirk

Director of Financial Planning and Trust Counsel

Bryan D. Kirk, Director of Financial Planning and Trust Counsel, is responsible for overseeing financial and estate planning services for Fiduciary Trust. In addition, he regularly consults with clients across the country and internationally on the integration of their goals and circumstances into their financial and estate plans. Bryan has broad experience in multi-generational asset management and transfer planning, including estate, gift, generation-skipping transfer and income tax planning, charitable giving, philanthropy, family education and governance, liability and risk management, real property matters and complex assets, such as private equity and debt.

Jennifer McCarthy

Managing Director and Trust Counsel, Fiduciary Trust International

Serving as Trust Counsel, Jennifer provides guidance and advice in connection with complex trust and estate planning matters including taxation issues. She has over 15 years of experience in the areas of estate planning and trust and estate administration.

Theresa McGinley

Director of Trust Administration and Trust Counsel

Managing Director, Trust Counsel and National Head of Trust Administration, is a senior trusts and estates advisor with over 15 years of experience in estate planning and trust administration including tax planning, preparation of estate tax returns, settlement agreements, reporting and valuation.

Anna Soliman

Trust Counsel

Managing Director, Trust Counsel, is a senior trusts and estates advisor with broad experience in the area of estate planning and trust andestate administration, including preparing and reviewing estate tax returns and gift tax returns, and leading audits against the Internal Revenue Service.

Overview

Title: Insights for Women: Gaining Financial Confidence

Duration: 1 hour

Summary

At one time, women rarely took charge of a family’s finances or investing decisions.

But times are changing.

Soon, women will control more than half of all wealth in the U.S. And eight out of ten women will be solely responsible for managing their finances at some point during their lifetimes.

In this roundtable discussion, three of our top female wealth advisors will talk about “best practices” women are using to successfully confront financial challenges, view wealth holistically and achieve their lifelong goals.

Please join us for this candid conversation where our panelists will answer questions such as:

  • I don’t often talk about my financial life. Where should I start?
  • How do I gain a better understanding of my finances?
  • I always feel like my financial affairs are not in order. How can I get organized?

Speakers

Linda Krouner

Managing Director, Senior Portfolio Manager, Fiduciary Trust International

Linda Krouner is responsible for managing individual, trust, and foundation portfolios. Linda is on the board of directors of Fiduciary Trust International of the South and is a member of the firm’s Equity Strategy Committee. She has over 35 years of experience in financial services.

Amy Ko, CTFA

Managing Director, Senior Relationship Manager, Fiduciary Trust International

Amy has over 20 years in wealth management experience. Amy is responsible for managing relationships with individuals, families, and foundations and collaborating with their professional advisors to provide comprehensive wealth management guidance and services on an ongoing basis.

Jennifer McCarthy

Managing Director and Trust Counsel, Fiduciary Trust International

Serving as Trust Counsel, Jennifer provides guidance and advice in connection with complex trust and estate planning matters including taxation issues. She has over 15 years of experience in the areas of estate planning and trust and estate administration.