TrustBank’s Wine & Chocolate, the popular monthly educational series, returned in March with a presentation from Phil Hotchkiss, Chief Wealth Strategist on navigating through life changes. Phil did a wonderful job illustrating how TrustBank has helped clients through challenging times in their life. The engaging discussion was well received in understanding how TrustBank stands as a partner and guide for clients as they deal with such hard life challenges such as death, disability (incapacity), and divorce.
Phil Hotchkiss, Chief Wealth Strategist, answers a question from the audience.
The audience enjoys delicious wines, savory snacks, and sweet treats.
Join us for our next Wine & Chocolate on Wednesday, April 24, 2019 where we will have a special guest speaker from Chandler Center for the Arts and market update from Senior Portfolio Manager Jason Richards. For information and RSVP to Jessica.Pace@tbaz.com