ITM TwentyFirst will be participating in a week long course focused on administering Hard to Value Assets, to be held at the University of Notre Dame this Summer. Kelly Anders, Trust Administrator and Michael Brohawn CFP, CLU, Managing Director, will head up a day-long session focused on Trust Owned Life Insurance (TOLI) trusts and policy management.
The course, sponsored by Cannon Financial Institute, the nation’s pre-eminent provider of education and performance improvement programs for financial institutions, will run from July 10-16, 2016.
Duane E. Lee, II, Executive Vice President at Cannon, will act as lead instructor. While Ms. Anders and Mr. Brohawn will focus on TOLI trusts, other leading industry experts will provide insight into managing other assets, including, Real Estate, Minerals, Oil & Gas, Privately-Owned Businesses, Loans and Notes, Tangible Assets & Collectibles, and Private Equity, Hedge Funds, Etc.
The sessions will focus on practical approaches to asset management and include many real life case studies designed to provide the session participant with a genuine exposure to industry best practices.
According to Kurt Gearhart, CEO of ITM TwentyFirst, participation fits in well with ITM TwentyFirst goals. “We believe strongly in fostering education opportunity, both inside and outside of our company. All of our team members take part in a rigorous education program. And over the years we have reached out to the trust and financial community with the introduction of ITM TwentyFirst University, which provides free CFP, CTFA and FIRMA continuing education credits to industry members via periodic webinars. Taking part in the Notre Dame Cannon Financial Institute session is the logical next step in helping to inform the industry.”
While the initial sign up has been greater than expected, there is still opportunity to participate. For further information you can go to the Cannon Financial Institute website, http://www.cannonfinancial.com/courses/unique-and-hard-to-value-asset-management/678