39TH ANNUAL SOUTHEASTERN TRUST SCHOOL
AT CAMPBELL UNIVERSITY
PRESENTED BY THE TRUST EDUCATION FOUNDATION, INC.

JUNE 6-13, 2007
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The 2008 Southeastern Trust School
June 6-13, 2007

"A one-week schedule for the convenience of participants and employers."

Time Friday
June 6 		Saturday
June 7		 Sunday
June 8		 Monday
June 9

8:30 a.m. to 10:20 a.m.

  Fiduciary Law Opportunity for Worship Estate Planning
10:20 a.m. to 10:40 a.m. Break Break
10:40 a.m. to 12:30 p.m. Fiduciary Law Estate Planning
12:30 p.m. to 1:30 p.m. Lunch Lunch Lunch
1:30 p.m. to 3:20 p.m. Registration & Check-in Taxation Fiduciary Law Estate Planning Workshop
3:20 p.m. to 3:40 p.m. Break Break Break
3:40 p.m. to 5:30 p.m. Taxation Taxation Trust Administration
5:30 p.m. to 6:45 p.m. Reception
6:00 p.m. 		Recreation and Study Period Recreation and
Study Period 		Recreation and Study Period
6:45 p.m. to 7:30 p.m. Dinner Group Dinner Off Campus Dinner Dinner
7:30 p.m. Orientation Taxation
Workshop 		Trust Administration
 

 

Time Tuesday
June 10		 Wednesday
June 11		 Thursday
June 12		 Friday
June 13
8:30 a.m. to 10:20 a.m. Trust Administration Workshop Investments Selling/Relationship Management Exam
10:20 a.m. to 10:40 a.m. Break Break Break Break
10:40 a.m. to 12:30 p.m. Financial Planning Investments Operations/
Management of
Specialty Assets 		Commencement
12:30 p.m. to 1:30 p.m. Lunch Lunch Lunch Lunch
1:30 p.m. to 3:20 p.m. Financial Planning Investments Compliance  
3:20 p.m. to 3:40 p.m. Break Break Recreation and Study Period
3:40 p.m. to 5:30 p.m. Financial Planning Workshop IRA's
5:30 p.m. to 6:45 p.m. Recreation and Study Period Recreation and Study Period
6:45 p.m. to 7:30 p.m. Dinner
Off Campus 		Dinner Dinner
7:30 p.m. Employee Benefits Study Period

 

Inquiries should be directed to:

Mr. Jimmy Witherspoon, Director
The Southeastern Trust School
Campbell University
P.O. Box 218
Buies Creek, NC 27506
Phone: 910-893-1387
E-mail: witherspoon@campbell.edu.

 
 
 P.O. Box 218 Buies Creek, NC 27506, 1-800-334-4111                
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