Free Video Series from Norway Savings Asset Management Group Explains Trusts, Estate Planning, and Financial Decision Making
NORWAY—“Wealth isn’t just about financial returns. It’s about responsibility to family and future generations. Understanding the basics of a trust, investments, and proper planning can provide peace of mind for you and your loved ones.”
The words of Jennifer Cook, Head of Trust & Wealth Management EVP for Norway Savings Asset Management Group (AMG), summarize the impetus behind The Trust Exchange, a series of conversations featuring AMG experts that help demystify things like trust services, estate planning, and long-term financial decision-making. The video series is free for customers and non-customers alike.
The themes for the candid discussions are:
Episode #1 — What the Heck is a Fiduciary?
Episode #2 — Trust Powers
Episode #3 — Trusts Aren’t Just for the Rockefellers
Episode #4 — Family Member vs. Professional Trustee
Episode #5 — What If Something Happens
Episode #6 — Getting Your Affairs in Order
Episode #7 — Estate Planning Basics
Episode #8 — Your Investments and Your Estate Plan
The eight episodes can be viewed here.
“This series is just one example of how Norway Savings Asset Management Group is committed to helping people have their stories live on according to their wishes,” said Dan Walsh, President and CEO of NSB. “AMG team members are more than just financial advisors; they’re family fiduciaries who are legally and ethically bound to put the clients’ interests first. The Trust Exchange provides such clarity on complex topics and is already helping individuals better understand assets and how to safeguard them properly to ensure a lasting legacy.”
For more information about the Norway Savings Asset Management Group, visit www.norwaysavings.bank/investment-trust-services.
