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Symposium 3 – Funding Your Trust
May 2, 2020
Funding Your Trust
Funding is a critical function of maintaining your trust. Even though your current assets are coordinated with your trust, it is your responsibility to make sure that all assets acquired in the future are also coordinated. This workshop will help you understand how to properly maintain your trust funding. It also provides essential information on how to correctly fund your trust, so be sure to sign up if you have not yet taken this class!
Click the following links to see descriptions for the other classes: