Thorny Issues: How to Talk to Beneficiaries in a Volatile Market

In this edition of our Thorny Issues Series, we’re excited to welcome the PSNT community to join “How to Talk to Beneficiaries in a Volatile Market”, an insightful webinar featuring nationally recognized speakers Peter J. Wall and Bryan Kreitzberg.

During the session, we will discuss:

• A brief overview of the tenets of the Uniform Prudent Investor Act and a trustee’s duty to make trust property productive
• Navigating beneficiary investment expectations versus reality
• How to talk to your beneficiaries about current market events:

• Different types of investment vehicles
• How geopolitical events affect portfolio returns
• Inflation and real return

There will also be time at the conclusion of the discussion for a Q&A.

‍

About the Speakers

Peter J. Wall is the Director of Fiduciary Services at True Link Financial Advisors. With more than 20 years of trust administration experience at national bank trust companies, he is well known throughout the country for his deep understanding of special needs and Elder Law issues. Prior to joining True Link Financial Advisors, Mr. Wall developed and led a dedicated Elder Law and SNT division of a nationally chartered $80B trust bank. This division coordinated fiduciary management, banking needs, unique asset management, tax preparation, and investment management for SNTs, PSNTs, and other fiduciary appointments. Mr. Wall currently serves on the Board of Directors for Easter Seals, as well as several other estate planning and charitable organizations; he is also a member of the Academy of Special Needs Planners. A frequent presenter on the topics of special needs trusts, estate planning, taxation, and trust administration, he is also a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition. He is licensed with a Series 65 by the Financial Industry Regulatory Authority (FINRA).

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. 

‍

Bryan Kreitzberg, CFA, is a Portfolio Manager at True Link Financial Advisors. Mr. Kreitzberg is a CFA charterholder and member of the CFA Society of Colorado. He has 18 years of experience in the financial services and investment industry. He has experience managing investments for a broad array of customers including special needs trusts, conservatorships, high-net-worth individuals, trusts, fiduciaries, and family foundations. He earned his Bachelor of Science degree in Business from Montana State University and an MBA from the Kelley School of Business at Indiana University. 

CFA®: A chartered financial analyst (CFA) is a globally recognized professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. It has the highest level of global legal and regulatory recognition of finance-related qualifications. Charterholders are required to pass three levels of examinations which cover a considerably wide range of topics relating to advanced investment analysis, security analysis, statistics, probability theory, fixed income, derivatives, economics, financial analysis, corporate finance, alternative investments, and portfolio management, and provides a generalist knowledge of other areas of finance. CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.

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.