Learning Luncheon: Importance of Naming a Successor Trustee

happy senior couple over blue sky and clouds

Learn the duties and responsibilities of a trustee

Attendees will enjoy a complimentary lunch while learning about the duties and responsibilities of a trustee. Time will be allotted for questions and answers.

Presented by: Timothy J. Keefe, Senior Vice President, Trust Consultant, Raymond James Trust N.A.

When: Friday, October 30th 12 – 2pm

Where: Asante Ashland Community Hospital Conference Room, 280 Maple Street, Ashland, Oregon

To register email or call Kathleen Mackris at (541) 201-4015. Seating is limited.

About the Presenter:

Mr. Keefe is a Senior Vice President and Trust Consultant for Raymond James Trust Company.

He has more than twenty-two years of experience in all aspects of trust management with The Northern Trust Company and most recently, Wintrust Financial Corporation where he managed the trust office at Barrington Bank & Trust for Wintrust Asset Management Company and was responsible for business development and trust administration. Prior to Wintrust, Mr. Keefe managed the consulting practice with the Government Finance Officers Association where he also staffed their national committees on Cash Management and Retirement and Benefits Administration.

Mr. Keefe received his Bachelor of Science Degree from Northern Illinois University and his MBA with Distinction from DePaul University. He is also a graduate of the ABA National Trust School at Northwestern University.