Mastering the I-Trust

Presented by the IFDF I-Trust Team

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Wednesday, September 22, 2021
3:30 PM - 5:30 PM (EDT)

Event Details

BACK BY POPULAR DAMAND!
A "Straight Talk"

on

Mastering the I-Trust

Presented By

The IFDF I-Trust Team
Deborah G. Holmes
Vice President & Trust Officer
Argent Trust


Paul Von Schoeler

President

Administrative Systems, Inc.

Eric McKenna

President

Gables Capital Management

Charlie Davis

Charles Davis

IFDF I-Trust Committee Chair

Charles E. Davis Funeral Home, Inverness

Wednesday, September 22, 2021

3:30 p.m. - 5:30 p.m. EDT
Zoom Webinar

2-hr Continuing Education Course (See details below.)

We presented this training at the 2021 IFDF Annual Conference & Trade Show back in June and received glowing feedback from those in attendance. Whether you are a current participant in the I-Trust, or are considering trusting with us, funeral homeowners and their preneed staff need to attend this webinar.

This is IFDF's premier training workshop on the Master Trust. This 2-hour continue education course will provide information on all aspects of the I-Trust (member benefits, ease of administration, investment options, and marketing to families). This course is open to I-Trust firm members and non-members, but it is free to IFDF members.

The I-Trust is recogn.ized nationally as a leader in processes, returns on investments and lower costs than most others in the county. The I-Trust training webinar will focus on the three components of the IFDF Master Trust in one presentation. (1) Argent Trust, our Trustee bank, will discuss the fiduciary responsibilities of the preneed trustee, focusing on duties specific to the I-Trust. (2) ASI, our trust administrator, will take us through the history of the I-Trust, the benefits of participation and the mechanics of the trust. (3) Gables Capital Management, our investment manager, will provide an overview of the investments and performance tracking. You will find out not only find out how to participate in the trust, but also how to get the most out of your participation.

Find out just how EASY it is to Trust with us and how historically SUCCESSFUL our investment strategies have been so that you can start earning consistent revenue through your preneed department! This is an amazing opportunity to learn from our team of experts.

Debborah Holmes has been in trust administration at Argent Trust Company for 29 years. During her time there, she has worked with personal trust, retirement services including 401(k) administration and record keeping, and Funeral and Cemetery Trust. She has a bachelor’s degree in accounting from Louisiana Tech University (1990) and a master’s degree in Human Relations and Supervision from Louisiana Tech University (1992). Her presentation will center around the fiduciary responsibilities of the preneed trustee, focusing on duties specific to the I-Trust.



To obtain 2 continuing education credits:
  • You must be an IFDF member (firm establishment owner, individual member, and affiliate member).
  • You must attend the full webinar to obtain credit; partial credit will not be awarded.
  • You must login to Zoom using your full name and remain logged into the webinar for the entirety of the event.
  • Prior to or immediately after the event, forward your FL license number to Ruth Bedell, to sign up for CE credit.
  • IFDF will issue documentation granting credit within 2 weeks post-event after verifying full attendance.
Not an IFDF member? You can join as an Individual member and earn up to 6 CEUs at no cost and $20 each for the next 6 CEUs toward your license renewal by attending the monthly "Straight Talks."

For More Information:

Heather Bernier, QAS
Heather Bernier, QAS
Associate Executive Director Independent Funeral Directors of Florida (850)222-0198