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Event Registration - Complete Fundamentals

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Start Date:
Thursday, February 21, 2019
End Date:
Friday, February 22, 2019
Description:The introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient two-day format. This cost-effective seminar is perfect for newcomers to the trust field, internal auditors, administrative assistants, business development officers, and anyone with a desire to understand “the basics.”

Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391.

TRST

ScheduleSchedule:
Thursday, February 21 - Trust & Estate Fundamentals
8:00 a.m. - 8:30 a.m. Registration
8:30 a.m. - 12:00 p.m. Program
12:00 p.m. - 1:00 p.m. Lunch (provided)
1:00 p.m. - 5:00 p.m. Program

Friday, February 22 - Investment Fundamentals
8:30 a.m. - 9:00 a.m. Registration
9:00 a.m. - 12:00 p.m. Program
12:00 p.m. - 1:00 p.m. Lunch (provided)
1:00 p.m. - 3:00 p.m. Program
Address:
TIB - The Independent BankersBank, N.A.
11701 Luna Road
Farmers Branch, TX 75234
UNITED STATES
HotelThere are many hotels in the area. Listed below are a few convenient options.

DoubleTree by Hilton Hotel Dallas - Farmers Branch
11611 Luna Rd, Farmers Branch, TX 75234
Phone: (972) 506-0055

Omni Dallas Hotel at Park West
1590 Lyndon B Johnson Fwy, Dallas, TX 75234
Phone: (972) 869-4300
SpeakersDian Kauth, JD
Chief Fiduciary Officer, Texas Capital Bank
Dian has more than 30 years of banking experience, primarily in trusts and estate management. Dian earned her Bachelor of Arts degree in English, Political Science and Philosophy from Southern Methodist University and her Juris Doctor degree from the University of Tulsa College of Law. Dian started at First Interstate Bank, then helped start Belmont Trust Company as its senior trust administrator, later joining JPMorgan Chase Bank and most recently with U.S. Trust, Bank of America Private Wealth Management, where she managed multigenerational trusts. She is currently the Secretary of the Dallas Estate Planning Council and is a member of the Dallas Bar Association.

Brian Korb, PhD, CFA, CFP
Portfolio Manager & Senior Vice President, Broadway Bank
Brian Korb has more than 27 years of Investment Management and teaching experience. Brian holds a Bachelor of Science in Management from the U.S. Air Force Academy, a Master of Business Administration with distinction in Finance from the University of Michigan, and a Doctor of Philosophy in Family and Consumer Sciences Education from Iowa State University. In addition to his work at Broadway Bank, he has taught economics, investments, corporate finance, and financial planning at West Point, Trinity Western University (British Columbia), and Texas Tech University and is currently an adjunct professor at Schreiner University in Kerrville.
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