TopicIntro to True Link Financial Advisors - September
We’d love to share how we’ve developed investment advisory services specifically designed for professional fiduciaries, trustees, and conservators/guardians.
Join us on Tuesday September 20 at 11am PST for a 30-min webinar where we’ll cover our:
- Investment philosophy
- Tailored services for professional fiduciaries
- Complimentary trust administration software for clients
Meet your Hosts:
Beth Misak, CLPF, is a Senior Investment Advisor at TrueLink Financial Advisors. Ms. Misak brings more than 15 years of experience in the financial services industry and has served as a California Licensed Professional Fiduciary (CLPF). Prior to joining True Link Financial Advisors, she was a Vice President at HearthStone Private Wealth Management where she provided financial advisory services to professional fiduciaries. She is anactive member of the Professional Fiduciaries of California (PFAC) having served on the conference fundraising committee since 2019, is a member of the Society for Estate and Trust Practitioners (STEP), and is a member of Probate Attorneys of San Diego (PASD). She is licensed with a Series 65 by the Financial Industry Regulatory Authority (FINRA).
Becky Minaglia, CTFA, is a Senior Client Services Manager at True Link Financial. Ms. Minaglia has more than 15 years of experience in the trust and financial services industry. She has spent the majority of her career as a trust officer working with special needs trusts. Ms. Minaglia completed National and Graduate Trust programs with the American Bankers Association, through which she earned her Certified Trust and Financial Advisor (CTFA) designation. She has also attended continuing education programs focused on special needs trust administration through Stetson University College of Law, University of Texas School of Law, and the California Special Needs Trust Symposium. Ms. Minaglia helps lead our client relationships and supports everything from account initiation to disbursement processing and sub-account reporting.
Investment Advisory Services are provided through True Link Financial Advisors, LLC, (the “Adviser”) an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and wholly-owned subsidiary of True Link Financial, Inc. (“True Link Financial” and, together with the Adviser, “True Link”) Registration with the SEC does not imply a certain level of skill or training nor does it constitute an endorsement of the advisory firm by the SEC
TimeSeptember 20, 202211:00 amPacific /2:00 pmEastern