Conference Materials

2021

Concurrent Sessions - When Breaking Up is NOT Hard to Do

Tuesday, May 11, 2021 2:00 PM - 3:00 PM

Speaker

Julie Min Chayet

Julie Min Chayet   
Managing Director, Private Client Advisor
PRIVATE BANK Westport, Connecticut

Speaker Bio

Session Description

Julie Min Chayet   
Managing Director, Private Client Advisor
PRIVATE BANK Westport, Connecticut

Please join us for a discussion on trustee breakups and resignation.  Attendees will learn  how to incorporate best practices for determining when the relationship needs to end.

Session Material

Presentation