Trust Chats

GBT Trust Chats are informal, conversational, one-hour seminars designed to educate our clients and the community about our trust services and how they can benefit individuals and their families.
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Past Trust Chats
Topic: ~17 Questions~ Essential Prearrangement Decisions
Date: Thursday, Sept 22, 2011
Presenter: DJ Smith, Attorney at Law
Topic: Giving a Gift that Lasts – Charitable Giving
Date: Thursday, May 12, 2011
Presenters: Les H. Garner, Jr.
President & CEO of the Greater Cedar Rapids
  Kathy L. Hall, CFRE
The Kirkwood Foundation
  Sue Hawn, CFRE, President
Mercy Foundation, Mercy Medical Center
Topic: Getting Your Arms Around Health Care Reform
Date: December 9th, 2010
Presenters: Andrew Morf and Kirby Moss
Benefits Solutions, Inc.
Topic: Investing in an Uncertain Market
Date: September 21, 2010
Presenters: Brad Lewis, CPA, CMFC and
Nick Smith, CPA, CMFC with 
Steele Capital Management, Inc.

Topic: Planning for Financial Managment Assistance
Date: June 10, 2010
Presenters: Darrel Morf of Simmons Perrine Moyer Bergman PLC

Topic: The Significance of Account Ownership & Beneficiary Designations
(click link above for presentation outline)
Date: January 26, 2010
Presenters: Dennis Egel - Guaranty Bank Trust Dept.

Topic: Understanding Your Finances:
A Trust Chat for Women
(click link above for presentation outline)
Date: November 5, 2009
Presenters: Madeline Windauer of
McGladrey & Pullen, LLP
(madeline.windauer@rsmi.com)

Topic: The Benefits of 529 Plans
Date: September 10, 2009
Presenters: Rich Ehr of Upromise Investments, Inc.

Topic:         Testamentary Trusts 
                          (click link above for presentation outline)
Date:            July 28, 2009
Presenters:   Maureen Kenney of Bradley & Riley, PC
                     (mkenney@bradleyriley.com)
                     Jessica Doro of Bradley & Riley, PC
                     (jdoro@bradleyriley.com)
Topic:         Special Needs Trust 
                          (click link above for presentation outline)
Date:           May 12, 2009
Presenters: Kyle Wilcox of Simmons Perrine Moyer
                   Bergman P.L.C.
                   (kwilcox@simmonsperrine.com)
                   Donald Johnson of Shuttleworth and 
                   Ingersoll, P.L.C.
                   (DLJ@ShuttleworthLaw.com)

Topic:         Duties of an Executor 
                          (click link above for presentation outline)
Date:           March 19, 2009
Presenters: David Wenzel of Wenzel & Harms, P.C.
                   (wenzelharms@aol.com)