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Senior Care, Special Purpose, and Special Needs Trusts

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Cherokee Country Club

5138 Lyons View Pike

Knoxville, TN 37919

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The Knoxville Chapter of the Society of Financial Service Professionals Presents: Senior Care, Special Purpose, and Special Needs Trusts

About this Event

The Knoxville Chapter of the Society of Financial Service Professionals Presents:

Senior Care, Special Purpose, and Special Needs Trusts

Presented by Heather Savage and Sponsored by Cumberland Trust

Presentation:

When faced with planning for the future, some families require assistance that extends well beyond the typical trustee relationship.

Whether it is working with individuals living with developmental disabilities, debilitating and terminal illnesses, or struggling with addiction, Heather will discuss what is required to work with critical and complex situations and how to coordinate a full range of tailored services to ease the family’s concern and provide support and stability to any beneficiary with unique needs.

This session is a must for those advisors interested in the changing landscape of trust design and administration!

Speaker Bio:

Heather Savage is Vice President and Regional Manager for Cumberland Trust’s Knoxville office. Heather develops relationships and works to find a range of trust solutions for families and their advisors.

Prior to joining Cumberland Trust, Heather worked as Vice President and Trust Officer in the Knoxville area for GreenBank, serving as a relationship manager for trusts, agencies, IRA’s, endowments and other institutional accounts throughout East Tennessee and Southern Kentucky. Previously, she worked as a Trust Officer for Regions Bank in Knoxville and in Cincinnati, Ohio at Provident Bank in tax and trust accounting.

Heather received a B.A. in International Studies, with honors, from Miami University in Oxford, Ohio. She is a graduate of Southern Trust School in Mobile, Alabama and has earned her Certified Trust and Financial Advisor designation (CTFA). She is a member of the Knoxville Estate Planning Council and the Institute of Certified Bankers.

**Please RSVP by 12pm on Monday, September 11th**

Payment Info: Members, please don't forget to bring $15 (exact change or check) to help cover our cost. We will have a breakfast buffet, a beautiful view, and a dynamic presentation you won’t want to miss! This fee is for event attendance, and due even if guests choose not to eat, or leave early, as we pay for headcount, not plate.

Guests are welcome! Guest fee is $20. If you plan to bring a guest, please let us know when you register so we will have the right head count.

We are looking for sponsors for this and all upcoming FSP events. If you know of someone interested in sponsoring our group, please contact Janie Phillips at sfspknoxville@gmail.com or (865) 363-7296.

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Date and Time

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Cherokee Country Club

5138 Lyons View Pike

Knoxville, TN 37919

View Map

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