Tuesday, May 11, 2021 2:00 PM - 3:00 PM
Julie Min Chayet
Managing Director, Private Client Advisor
PRIVATE BANK Westport, Connecticut
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.