Access our Latest Webinar: Simplifying the Administration of Trusts with Private Wealth Management

We recently held a comprehensive webinar about navigating the complexities of trust administration, recorded on September 5th, 2024. This session was designed to provide valuable insights for trustees and those involved in trust management.

Whether you’re currently managing a trust or considering the responsibilities involved, this webinar will offer you essential knowledge and practical advice to navigate these complex issues with confidence.

To access the recorded webinar, please click on the image below:

If you have any questions or would like to discuss how these insights might apply to your specific situation, please reach out by email at info@windwardfp.com or calling us at 913-381-7411.

 

This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.