Estate Planning & Trustee Seminar

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

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Learn about the speakers:

Roger A. James, JD, CTFA™
Partner and Director of Trust Services, Parsec Financial

Roger joined Parsec in 2007 after serving as a senior vice president and senior trust advisor with Wachovia Trust. Roger began his career as an attorney, practicing exclusively in the areas of estate planning and estate administration with Strauss & Associates, P.A. in Asheville, NC. He has earned the Certified Trust and Fiduciary Advisor designation from the American Bankers Association. Roger holds a Juris Doctor (JD) from the Cumberland School of Law at Samford University and a Bachelor of Arts degree in English from Baylor University.

David A. Greene, JD, CPA/PFS
Senior Trust Officer, First Covenant Trust & Advisors, LLC

David’s work is aimed at relieving the anxiety found at the intersection of death and taxes. This involves educating families about estate planning and administration as well as cooperating with their advisors to help them develop and implement plans for the future. David graduated summa cum laude from the University of Tennessee with a Bachelor of Science degree in Accounting and a finance collateral and then earned a law degree from Washington and Lee University School of Law. He is a licensed attorney and Certified Public Accountant/ Personal Financial Specialist.

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