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Jan 08, 2025 4:00 PM
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Jan 14, 2025 7:30 AM
This group meets monthly to drive new membership and to also work on membership retention.
Meeting online they use the club zoom information,
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Post-Election Landscape and its Impact on Taxes, Estate Planning, and Market Trends
Jan 14, 2025 4:30 PM
Topic Overview TrustBank invites you to an engaging presentation and discussion exploring the post-election landscape and its impact on taxes, estate planning, and market trends. Our experts will provide valuable insights into the changing economic environment, offering strategies to help you navigate potential challenges and opportunities. This presentation will include a Q&A, giving you the opportunity to have your questions answered by our experienced professionals.
Jordan Blevins is an experienced portfolio manager with over 21 years of expertise in creating investment strategies and managing client portfolios. As Vice President and Senior Portfolio Manager at TrustBank, Jordan focuses on designing disciplined, strategic solutions that balance risk and align with clients’ long-term financial goals. A Chartered Financial Analyst and active member of the CFA Society of Phoenix, he is committed to delivering personalized service and helping clients achieve lasting financial success.
Matthew Pearce is a skilled portfolio manager and strategist with over 15 years of expertise in investment management, tax planning, and financial strategies. As Vice President and Senior Portfolio Manager at TrustBank, Matt delivers sophisticated investment solutions tailored to dynamic markets. A Chartered Financial Analyst and Certified Financial Planner, he is an active member of the CFA Society of Phoenix and Financial Planning Association of Arizona, and a respected voice in the financial community. |
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Casa Blanca Community School
Jan 28, 2025 11:30 AM
With food and space and the requirement of every visitor must sign-in and out, we must provide a head count and list of attendees. Meeting time: 11:30am to 1:00pm Lunch is being provided at NO charge.
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Feb 11, 2025 7:30 AM
This group meets monthly to drive new membership and to also work on membership retention.
Meeting online they use the club zoom information,
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Feb 12, 2025 4:00 PM
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Mar 11, 2025 7:30 AM
This group meets monthly to drive new membership and to also work on membership retention.
Meeting online they use the club zoom information,
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Mar 12, 2025 4:00 PM
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Apr 08, 2025 7:30 AM
This group meets monthly to drive new membership and to also work on membership retention.
Meeting online they use the club zoom information,
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Apr 09, 2025 4:00 PM
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May 13, 2025 7:30 AM
This group meets monthly to drive new membership and to also work on membership retention.
Meeting online they use the club zoom information,
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May 14, 2025 4:00 PM
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Jun 10, 2025 7:30 AM
This group meets monthly to drive new membership and to also work on membership retention.
Meeting online they use the club zoom information,
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Jun 11, 2025 4:00 PM
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