You're Invited to Who Will Steer the Ship?

Wednesday, May 18, 2022
10:00 a.m. Pacific Time

Refreshments and Pastries will be provided.

Topics to be discussed:
• What are trusts and why do people use them?
• Importance of choosing the right trustees.
• Situations where a corporate trustee adds value.

Speaker:
Jay Harker, JD
Senior Vice President
Stifel Trust Company, N.A.

Hosted By:
Ann Marie Tyrrell, CFP^®, CDFA^®
Vice President/Investments
Co-Branch Manager

Courtney N. McElvain, MBA
Vice President/Investments

Location:
Stifel
2701 Park Marina Drive, 2nd Floor
Redding, California 96001

RSVP by Wednesday, May 11, to Melissa Owens at:
(530) 244-7199 | rdevents@stifel.com

2701 Park Marina Drive, 2nd Floor | Redding, California 96001
Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively) Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.

Stifel does not provide legal or tax advice.
You should consult with your legal or tax advisor regarding your particular situation.

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