When investing on behalf of others, fiduciaries must comply with the duties of loyaltyĪnd care. Goode, VP/Director, Institute for Trust and Estate Planning, Bernstein Private Wealth Management Allen, Senior VP, Senior National Director – Purpose Driven, Senior Investment Strategist, Sponsored by Bernstein Private Wealth Management | Session 4: Fiduciary ESG Investing: Navigating the New Frontier | | Lunch | Sponsored by Truist 1:15-2:15 p.m. This presentation will cover these and other developments in this importantġ2:00-1:15 p.m. The recently issued proposed regulations answered some questions and created The SECURE Act brought a sea change in planning for the disposition of retirementĪssets. Kirkland, Founding Partner, Kirkland Woods & Martinsen LLP Recent Developments in Estate Planning for Retirement Assets | Sponsored by GreerWalker | Session 3: The SECURE (“Setting Everyone Up for RetirementĮnhancement” or “Sending Everyone Cowering Under Reduced Expectations”) Act and Other Outlook for real GDP growth, inflation, unemployment and interest rates.ġ0:40-11:00 a.m. Jay Bryson, Chief Economist of Wells Fargo, will discuss the Whatĭo these shocks and the policy responses to them portend for the U.S. The past few years, including a global pandemic and a spike in energy prices. economy has been hit by a series of shocks over Jay Bryson, Managing Director & Chief Economist, Wells Fargo | Session 2: Economic Update | Sponsored by Wells Fargo The last year, as well as legislative updates.Ĭolin Masters, Director, Public Policy, Fidelity Investmentsįederal Update: This will be a review of recent developments in overall tax policy driven and proposedīy the current administration. The program will highlight notable cases published within North Carolina Update: This session will focus on recent developments in North Carolina affecting estate Kirk, Partner, Johnston Allison & Hord, P.A. | Session 1: North Carolina & Federal Update | Sponsored by Arcadia | Registration & Breakfast 8:00-8:15 a.m. 45th Annual Estate Planners Day Agenda 7:15-8:00 a.m.
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