Parsec has entered a strategic partnership with First Covenant Trust and Advisors LLC to offer you a full range of trust solutions while maintaining the relationship and investment advice you have built with Parsec. You don’t want to leave your loved ones with a call center to handle your estate. Instead, enable them to benefit from a boutique, high-service relationship with an assigned trust officer who personally knows you, your intentions and your family.
Watch our seminar on estate planning and trusteeship from our 2022 Longevity Forum. Scroll down to watch the replay and/or view the presentation.
Watch other replays from our event: parsecfinancial.com/longevity-forum