28
Jan
Using Trusts as Part of Your Financial Plan
Description
Please join our online webinar "Using Trusts as Part of Your Financial Plan" with Cabot's Wealth Advisor Tyler Swaim.
Tyler is responsible for providing financial planning and relationship management for Cabot clients. As a Wealth Advisor with expertise in customer service and business development, his focus is on client retention, relationship management, with an additional expertise in account reconciliation, database management and presentational design. Tyler is a graduate of Saint Joseph’s University in Philadelphia, with a Bachelor of Arts in history and communications. He currently holds a Certificate in Financial Planning from Boston University’s Center for Professional Education.
Tyler is responsible for providing financial planning and relationship management for Cabot clients. As a Wealth Advisor with expertise in customer service and business development, his focus is on client retention, relationship management, with an additional expertise in account reconciliation, database management and presentational design. Tyler is a graduate of Saint Joseph’s University in Philadelphia, with a Bachelor of Arts in history and communications. He currently holds a Certificate in Financial Planning from Boston University’s Center for Professional Education.
Date and Time
Thu, Jan 28, 2021
12:00p - 12:30p EST