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Pinehurst Resort
Village of Pinehurst, NC |
2008 Trust Advisors
Forum
Campbell University, the only institution in the country that offers both
undergraduate and graduate level degrees in Trust and Wealth Management, the
Lundy-Fetterman School of Business, the Trust Education Foundation, Inc., and
Federated Investors, Inc., one of the largest investment management companies in
the United States, are pleased to present the Seventeenth Annual Trust Advisors
Forum at the Pinehurst Resort and Country Club.
We have joined together to offer a unique four-day educational program
designed for advisors serving the many critical aspects of client trust
services. Over 250 attendees are expected from trust, broker dealer, financial
planning, accounting and legal firms to create a diverse and professional
learning environment.
The 2008 Forum will focus on Personal Trust and Employee Benefits with
significant segments covering investments, taxation, estate and financial
planning, insurance, fiduciary law, compliance and sales development. The Trust
Advisors Forum is widely recognized as being the nation’s premier trust update
and a great educational value.
Fulfills Annual CTFA,
CRSP, and CFP® Certification CE Requirements*
The personal trust track of the Trust Advisors Forum is accredited by the ICB to
offer full annual CTFA credit in the areas
of fiduciary law, taxation, investments, financial planning and ethics. The
concurrent employee benefits track is accredited to offer full annual CRSP
credit in the areas of plan type and design, laws and regulation, and
investments. The personal trust track meets the requirements of the CFP Board
for Continuing Education.**
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2007 Trust Advisors Forum |
If you would like to receive a 2008 Trust Advisors Forum
brochure, or if your organization would like to be a Sponsor/Exhibitor in the
2008 Forum, please call Jimmy Witherspoon at 910-893- 1387, or email him at
Witherspoon@campbell.edu.
The Pinehurst Resort
We encourage you to take full advantage of your Pinehurst experience. As a guest
of the hotel, you can make arrangements to play golf on any of Pinehurst’s
legendary courses at the discounted resort rate. For information on Pinehurst
amenities, please visit
www.pinehurst.com. If you are flying in to Raleigh/Durham International
Airport (RDU), a shuttle service is provided by the hotel at your expense.
Please make arrangements in advance by contacting the hotel. The approximate
driving time from the airport to the hotel is one hour. For directions to
Pinehurst or additional transportation information, please call a Reservation
Specialist at (800) 487-4653.
*2008 approval pending with ICB and CFP Board.
**Certified
Financial Planner Board of Standards, Inc. owns the marks CFP®, CERTIFIED
FINANCIAL PLANNER™, and federally registered CFP (with flame logo) in the U.S.,
which ii awards to individuals who successfully complete the initial and ongoing
certification requirements.
**Photos used with permission from Pinehurst, Inc. Images of the golf holes,
the PutterBoy logo and the Carolina Hotel are trademarks of Pinehurst, Inc.
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