Stetson 2019 National Conference on Special Needs Planning and Special Needs Trusts

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From the grey skies of St. Louis Mo. to warm and sunny St. Petersburg, Florida; our leadership team headed out early Tuesday morning to the Stetson 2019 National Conference on Special Needs Planning and Special Needs Trusts. The conference started with sessions pertaining particularly to Pooled Trusts, and the Colvent team sponsored breakfast.

Colvent Group Inc. Sponsors Breakfast Stetson 2019

Colvent Group Inc. Sponsors Breakfast Stetson 2019

Our team met with several of our friends, and planned for continued process development to assist trustees in the time consuming process of managing and maintaining real property. We discussed ways our team is able to augment the trustee in the areas of Real Estate, Vehicles and even Disney Vacations for their beneficiaries.

                                                                                                Colvent Group Inc Colvent Group Inc

After a week of strategic networking, process development, and essential industry education; our Director of Operations Anna Harris, and Assistant Director of Operations Michaela LaBrier spent some down time exploring part of St. Petersburg. During a walk along the bay they received a surprise visit from one of the areas gorgeous dolphins! What a great way to wrap up an exciting week!

 

Surprise Visitor

We look forward Stetson 2020, and are excited about the amazing things on the horizon!