How to Avoid Playing Family Feud With the Money in your IRA
Please join us Wednesday, June 18, when Mr. Walker will higlight the current trends in planning for individual retirement accounts. Mr. Walker will address the full gamet of planning with IRAs by using beneficiary designations, Conduit Trusts, See Thru (or Accumulation) IRA trusts, and trustee IRAs. Each of these planning techniques can bring enhanced value to your client's IRAs and their beneficiaries. Come learn the differences and when each works best!
CLE credit is available for Attorneys.
Tom Walker
President and CEO of MEMBERS Trust Company.
Tom has been President /CEO of MEMBERS Trust Company, FSB since its inception in 1987 as a Florida chartered trust company. His credit union and wealth management career has spanned over thirty years with positions as Chief Operating Officer at Suncoast Schools Federal Credit Union and attorney representing credit unions. While at Suncoast , he was instrumental in the formation of the state chartered trust company which converted to a Wealth Management Bank in 2004 regulated by the Office of Comptroller of the Currency. Since 2004, MEMBERS Trust Company has grown from $60 million to over $1.5 billion of assets under management. He holds a B.S. In Business from Samford University, Birmingham Alabama, an MBA from the University of Alabama and a law degree from the Birmingham School of Law.
