Podcasts about trust services

What happens when family wealth meets family dynamics? Estate planning isn't just about assets—it's about navigating relationships, responsibilities, and the unexpected challenges that come with managing a legacy. In this episode, hosts Robin and Al welcome Andrea Love, President and CEO at Legacy Private Trust. The conversation delves into the complexities of estate planning, the role of independent trust companies, and the importance of having professional help in managing estates. Andrea shares insights on the challenges faced by executors, the significance of family dynamics in estate administration, and the need for open communication about financial matters within families. The discussion also highlights the accessibility of trust services for individuals of varying net worth and the importance of instilling values in future generations. Andrea's personal journey into the trust business adds a unique perspective to the conversation, emphasizing the importance of legacy and planning for the future."...this idea of a simple estate, it's not a thing." ~ Andrea LoveBrought to you by Aria Benefits and Life & Legacy Advisory Group

Join us as Pr Josh Wood, director of Trust Services at the Victorian Conference, shares about how differences in ministry approaches can expand the gospel's reach and allow each of us to serve uniquely.

Barraj Legal is thrilled to announce our latest innovation in legal services: the Property Trust service. This cutting-edge offering is not just another service; it's a pledge from us to help secure the futures of families across the region. Barraj Legal City: Cowbridge Address: 2A Vale Forge, North Road Website: https://www.barrajlegal.co.uk Phone: +44 800 644 6644 Email: info@barraj.co.uk

Drummond Reed has spent a quarter-century in Internet identity, security, privacy, and trust infrastructure. He is Director, Trust Services at Gen Digital, previous Avast after their acquisition of Evernym, where he was Chief Trust Office. He is co-author of the book, Self-Sovereign Identity (Manning Publications, 2021), and co-editor of the W3C Decentralized Identifiers (DID) 1.0 specification. At the Trust over IP Foundation, Drummond is a member of the Steering Committee and co-chair of the Governance Stack Working Group and the Concepts and Terminology Working Group. About Podcast Episode Read more about the episode by heading to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://northernblock.io/podcasts/trust-spanning-protocol-seven-key-pillars⁠⁠⁠⁠ The full list of topics discussed between Drummond and Mathieu in this podcast episode include: Internet's Broken State: Is the internet considered broken due to issues with security, privacy, authenticity, and confidentiality (SPAC)? How does this relate to the work in the digital trust space, especially with Trust over IP? Trust over IP's Role: How does the Trust over IP technology architecture address the internet's shortcomings? Is the SPAC acronym a good framework for understanding the Trust over IP's approach? Design Principles of Trust Finding Protocol: During the design phase of the trust spanning protocol, were there any trade-offs or concessions made, especially in terms of security, privacy, authenticity, or confidentiality? Pillar 1: Verifiable Identifiers: Explaining the importance of verifiable identifiers as the first key pillar in the design of the trust spanning protocol. Interoperability and Identifiers: Will endpoints need to support the same types of identifiers for interoperability? How does one endpoint evaluate another's capability to support a particular identifier? Pillar 2: End-to-End Authenticity & Confidentiality: How does the trust spanning protocol ensure both authenticity and confidentiality in communications? Pillar 3: Direct Connections: How does the trust spanning protocol handle direct connections between endpoints using different types of channels? Pillar 4: Routing via Intermediaries: How does the protocol handle routing through intermediaries to ensure privacy and security? What might a practical implementation of this look like in the future? Pillar 5: Relationship Context Channels: How does the trust spanning protocol handle changes in the context of interactions between endpoints? Pillar 6: Text and Binary Encoding: How does the trust spanning protocol standardize the way endpoints communicate using text and binary encoding? Pillar 7: Trust Task Protocol Framework: What is the trust task protocol framework, and how does it relate to specific protocols for different types of trust tasks? Conclusion and Future: What's next for the trust spanning protocol? Are there any regulatory movements, like the Digital Markets Act, that might influence its development and adoption? Where to find Drummond? LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/drummondreed/ X/Twitter: ⁠https://twitter.com/drummondreed Follow Mathieu Glaude X/Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/mathieu_glaude LinkedIn: https://www.linkedin.com/in/mathieuglaude/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://northernblock.io/

Join us on the latest episode of The Ultimate Advisor Podcast as we embark on an enlightening journey with a remarkable guest, Joe Clark, the visionary founder of Financial Enhancement Group Trust Services (FEGTS). In this captivating episode, we delve headfirst into the world of Legacy Planning, exploring the secrets behind creating the Gold Standard in Legacy Planning. Joe Clark, a true industry pioneer, shares his invaluable insights and unravels the inheritance enigma, taking us on a deep dive into the intricate realms of Legacy Planning and Trust Services. Prepare to be enlightened, as we unlock the key to securing your family's financial future and leaving a lasting legacy. Tune in for a conversation that will forever change the way you think about your financial legacy! Reach out now to set up your LEGACY next steps meeting: Email: TrustTeam@FEGTrust.com Phone: 877-514-6863 Website: www.FEGTrust.com

Let's talk about digital identity with Drummond Reed, Director of Trust Services at Gen and Andy Tobin, Commercial Director, Europe at Gen. In this series opener of Season 5, Drummond Reed and Andy Tobin join Oscar to explore vLEIs and Self Sovereign Identity (SSI). They explore what LEIs and vLEIs are, how SSI principles are used within vLEIs, the benefits of vLEIs, which sectors and industries will benefit the most, and some use cases of where the vLEI has been leveraged. [Transcript below] “If LEIs were digitised in a way that could be instantly verifiable, it could transform company onboarding.” Drummond has spent a quarter-century in Internet identity, security, privacy, and trust infrastructure. He is Director, Trust Services at Gen, previous Avast after their acquisition of Evernym, where he was Chief Trust Officer. He is co-author of the book, ‘Self-Sovereign Identity' (Manning Publications, 2021) and co-editor of the W3C Decentralized Identifiers (DID) 1.0 specification. At the Trust Over IP Foundation, Drummond is a member of the Steering Committee and co-chair of the Governance Stack Working Group and the Concepts and Terminology Working Group. At the Sovrin Foundation, he served as co-chair of the Sovrin Governance Framework Working Group for five years. From 2005-2015 he was co-chair of the OASIS XDI Technical Committee, a semantic data interchange protocol that implements Privacy by Design. Drummond also served as Executive Director for two industry foundations: the Information Card Foundation and the Open Identity Exchange, and as a founding board member of the OpenID Foundation, ISTPA, XDI.org, and Identity Commons. In 2002 he received the Digital Identity Pioneer Award from Digital ID World, and in 2013 he was cited as an OASIS Distinguished Contributor. Connect with Drummond on LinkedIn. Andy Tobin leads European and eIDAS strategy for Gen's Digital Trust Services business. He is one of the pioneers of self-sovereign identity and helped to establish Evernym as the world leader in this field. He is a well-known public speaker and writer on the topic of digital identity and has delivered some of the largest SSI projects to date. His career has spanned the three rapidly converging sectors of identity, mobile and payments. He has written code to control cash machines, built the world's first mCommerce server, run a £1.2bn mobile messaging network and been CTO for Europe's first fully mobile bank. He is a passionate technology strategist who believes that the identity ecosystem and the personal information economy is poised for massive change, enabled by the capabilities being built right now by Avast. Connect with Andy on LinkedIn. We'll be continuing this conversation on Twitter using #LTADI – join us @ubisecure! Go to @Ubisecure on YouTube to watch the video transcript for episode 96. Podcast transcript Oscar Santolalla: Welcome back to Season 5 of the Let's Talk about Digital Identity podcast. In this series opener I am joined by Drummond Reed and Andy Tobin, from Gen Digital, joining us to delve into vLEIs and Self-Sovereign Identity (SSI). Stay tuned to find out more. Let's Talk About Digital Identity, the podcast connecting identity and business. I am your host, Oscar Santolalla.  Oscar: Today, we are very happy to have two expert guests, Drummond and Andy. And today, we are going to discuss vLEIs and what is the connection with self-sovereign identity. First of all, we have Drummond Reed. He is Director of Trust Services at Gen, previously Avast after their acquisition of Evernym, where he was the Chief Trust Officer. He is co-author of the book Self-Sovereign Identity, published by Manning Publication in 2021. And he's co-editor of the W3C Decentralised Identifiers, DID 1.0 Specification. At the Trust Over IP Foundation, Drummond is a member of the steering committee and co-chair of the Governance Stack Working Group and the Concepts and Terminology Working Gro...

Today's Guest: Cathy Davis Cathy Davis is the Founder/CEO of Davis Creative Publishing Partners, and a mulitiple-#1 International Best Selling Author.Cathy founded Davis Creative, LLC in January of 2004. Most of her professional career was spent as Creative Director at Bank of America, marketing Trust Services to high-net-worth clients. Cathy's husband, Jack Davis, joined her in August of 2008, after almost 20 years as an Art Director at a global Public Relations firm.What started as a full-service branding services agency soon pivoted towards the publishing industry, helping one of its clients publish a book in 2005. Over 1,000 authors later, Davis Creative Publishing Partners helps transformational leaders, healers, coaches, and consultants publish books that share their wisdom, inspire more people, and transform the world.Cathy lives in a suburb of St. Louis with her husband, Jack, and their rescue poodle-mutt, Chewy.On this episode:Stacey is joined by former Bank of America corporate marketing professional and owner of Davis Creative Publishing Cathy L. Davis, for a discussion on what it takes to write a book, struggles in entrepreneurship, and the seeing the power in your story.Key Takeaways-Your book can serve as the perfect business card. -Always have your contract(s) reviewed.-Your belief and your actions will give you your results. Tweetable Quotes:"Chances are you've already created your content. We can help you piece that all together." -Cathy Davis"You want something seen, felt, and heard. We all have a message." -Stacey O'Byrne"People will throw away your business card, but they'll keep your book. Books have value." -Cathy Davis"When you raise your bar, you see everything around you shift." -Stacey O'ByrneCathy Davis:https://creativepublishingpartners.comhttps://www.facebook.com/DavisCreativeLLCResources:Instagram: https://www.instagram.com/pivotpointadvantageSchedule a 15 minute call with Stacey: http://pivotpointadvantage.com/talktostaceyIf you're ready to take yourself and your business to the next level and are interested in a coaching program that will get you there check out: http://pivotpointadvantage.com/iwantsuccess Join an interactive environment to help you build the success you've always wanted with other like-minded, success-driven entrepreneurs, business owners, and sales professionals: https://facebook.com/groups/sellwithoutselling

Drummond Reed has spent a quarter-century in Internet identity, security, privacy, and trust infrastructure. He is Director, Trust Services at Avast after their acquisition of Evernym, where he was Chief Trust Office. He is co-author of the book, Self-Sovereign Identity (Manning Publications, 2021), and co-editor of the W3C Decentralized Identifiers (DID) 1.0 specification. At the Trust over IP Foundation, Drummond is a member of the Steering Committee and co-chair of the Governance Stack Working Group and the Concepts and Terminology Working Group. At the Sovrin Foundation, he served as co-chair of the Sovrin Governance Framework Working Group for five years. About Podcast Episode Read more about the episode by heading to https://northernblock.io/one-trust-spanning-protocol-and-many-trust-tasks-drummond-reed. Some of the key topics covered during this episode with Drummond are: Does the new ToIP Technology Architecture Specification address the questions posed by Kim Cameron in his 2005 whitepaper? If we agree that one identity system cannot rule them all, how then can an identity metasystem solve interoperability across identities, identity systems and contexts? (hint: a trust spanning protocol!) What are the leading contenders for becoming the trust spanning protocol? What are some examples of trust tasks, other than credential exchange, that are possible to unlock? How does a trust spanning protocol x trust tasks lead to advancements in how we manage our relationships, and help us move away from phone numbers and emails as our most valuable identifiers? Where can governments participate within the hourglass model framework to accelerate digital trust on the open internet? Where to find Drummond? LinkedIn: https://www.linkedin.com/in/drummondreed/ Twitter: https://twitter.com/drummondreed Follow Mathieu Glaude Twitter: https://twitter.com/mathieu_glaude LinkedIn: https://www.linkedin.com/in/mathieuglaude/ Website: https://northernblock.io/

Can we fight fire with fire? The American Lung Association has released a report suggesting that this is a healthy way forward, and our Native communities have used ceremonial burns on our lands for generations. I wanted to talk to someone who lives at the intersection of all of this. For this episode, I was honored to be joined by Bodie Shaw. He is a member of the Confederated Tribes of the Warm Springs Indian Reservation, and previously served as the national wildland fire director for the Bureau of Indian Affairs and has worked as the acting Chief of the National Interagency Fire Center in Boise, ID. He is a veteran of the US Air Force, and previously taught at Oregon State University. He has lectured widely on tribal interests as they pertain to natural resource management. In 2008, Shaw was the first to participate in an international exchange program between the U.S. and Australian governments and lived Down Under with his family from August 2008 to March 2009 while developing a new trilateral wildland fire/bushfire agreement between the U.S., Australia and New Zealand. He currently serves as the Bureau of Indian Affairs deputy regional director of Trust Services for the Northwest Region. Today, we talk about balancing the perils and the promise of prescribed burns in wildfire-prone areas. To Do Got to Firewise.org to learn how to protect your home and family. Learn more about health impacts from prescribed burns from the ALA report “Can Prescribed Fires Mitigate Health Harm.” Tell your representatives how important it is to ensure a professional and well-funded, year round proactive approach to decreasing the risk of catastrophic wildfire. Learn more about the health of our wildland firefighters and outdoor workers by listening to “The Health of Our Heroes” episode from Season One. Learn more about the impact of wildfire smoke and how to keep you and your family safe during smoke events by listening to the “Our Health in Wildfire Season” episode from Season Two. Donate to the American Lung Association who works hard to help navigate challenging health concerns such as their evaluation of health effects of prescribed burns. ----------------------------------------------------------------------------------------- Visit blog post for more information, or go to airhealthourhealth.org. Follow and comment on Facebook page and Instagram. Record a question or comment on the Anchor podcast site or send an e-mail via the website. --- Send in a voice message: https://anchor.fm/airhealthourhealth/message

Financial professional Jennifer Scroggins (TRI) recently teamed up with Leah Gregory at Premier Trust, to find solutions for a client's complex trust. Jennifer and Leah join us on the W Pulse today to share what they learned from the experience and when you should engage with a trust expert.  The W Pulse series, brought to you by Advisor Group, was created by the firm's Women Forward initiative and the Women's Advisory Board.

Drummond Reed has spent a quarter-century in Internet identity, security, privacy, and trust infrastructure. He is Director, Trust Services at Avast after their acquisition of Evernym, where he was Chief Trust Office. He is co-author of the book, Self-Sovereign Identity (Manning Publications, 2021), and co-editor of the W3C Decentralized Identifiers (DID) 1.0 specification. At the Trust over IP Foundation, Drummond is a member of the Steering Committee and co-chair of the Governance Stack Working Group and the Concepts and Terminology Working Group. At the Sovrin Foundation, he served as co-chair of the Sovrin Governance Framework Working Group for five years. About Podcast Episode Digital Trust Infrastructure is quickly becoming essential from an economic, political and security standpoint. Much of the infrastructure today is controlled and owned by device OS providers such as Apple and Google. It's important that digital trust infrastructure providers can compete with the device OS providers. To produce a level playing field, we must have open standards and open access to the infrastructure. This applies to both to Governments and Private Sector digital trust providers. Some of the key topics covered during this episode with Drummond are: Wallets vs Agents – their differences, their relationship and how agents will use more and more contextual intelligence to help you make decisions according to your preferences. Can non-OS digital trust infrastructure providers compete with the device OS providers? (e.g., Apple owns the OS for mobile/desktops/tablets/smart watches) Comparing DIDComm to NFC – if NFC really facilitates security and trust for close distance, do the combinations of digital wallets, digital agents and protocols (like DIDComm) do the same for trust at distance? Trust Spanning Protocol – establishing authentic connections where both parties can authenticate each other (using the same hourglass model as TCP/IP). What are the architectural requirements for this protocol? And how can various protocols (e.g., DIDComm, KERI) converge into a trust spanning protocol? What does DIDComm do better/different than other data exchange protocols? (such as OAuth2 and OpenID Connect) Can the Trust over IP stack be used outside of Identity use cases? (e.g., payments, data sharing, social media) Comparing SSI to Email – similarities in protocol design, asynchronous or synchronous UX, simplicity and generality Where to find Drummond? LinkedIn: https://www.linkedin.com/in/drummondreed/ Twitter: https://twitter.com/drummondreed Follow Mathieu Glaude Twitter: https://twitter.com/mathieu_glaude LinkedIn: https://www.linkedin.com/in/mathieuglaude/ Website: https://northernblock.io/

Immer mehr Datenschutzexperten beklagen, dass der Datenschutz allzu einseitig als Verbraucherschutz interpretiert wird. Andere Interessen wie die der Forschung, der Bildung oder auch der Wirtschaft blieben dabei häufig auf der Strecke. Für Holger und Joerg ist das ein Anlass, im Podcast einmal die Perspektive der datengetriebenen Industrie zu beleuchten. Dazu haben sie Rebekka Weiß in die aktuelle Episode 66 eingeladen. Rebekka ist die "Leiterin Vertrauen & Sicherheit" beim IT-Branchenverband Bitkom. Die Volljuristin betreut beim Verband unter anderem die inhaltliche Arbeit in den Bereichen Datenschutz, Wettbewerbs- sowie Kartellrecht, Trust Services und Digitale Identitäten. Sie vertritt den Bitkom und die Wirtschaft in verschiedenen Expertengremien und stimmt deshalb durchaus zu, wenn sie im Podcast von Bleich als Lobbyistin bezeichnet wird. Sie erläutert, an welchen Stellen sie im politischen Berlin mitspricht. Rebekka berichtet davon, mit welchen Problemen die Unternehmen nach wie vor bei der Umsetzung des Datenschutz im Alltag zu kämpfen haben. Auf der einen Seite seien vier Jahre nach Wirksamwerden der DSGVO Prozesse angepasst worden und Datenschutz werde nun bereits bei der Entwicklung von Prozessen und Innovationen mitgedacht. Trotzdem gäbe es immer noch viele Rechtsunsicherheiten, beispielsweise bei der Umsetzung von Auskunftsansprüchen, die in letzter Zeit mehr und mehr wahrgenommen werden. Und auch die unklaren rechtlichen Verhältnisse beim Datentransfer in die USA stelle viele Unternehmen vor große Probleme. Die Juristin wünscht sich mehr Balance und Ausgleich bei der Auslegung der DSGVO und mehr Einigkeit der Behörden.

How do we get our kids to make better decisions with money? In this week's podcast, Valorie, senior wealth advisor,  and Mike, welath advisor, will be sharing with you tips and insights to help you teach your kids how to become financially literate.

Drummond Reed, Director of Trust Services with Avast, leads Doc Searls and Simon Phipps through deep dives into SSI, blockchain, KERI (which avoids blockchains), protocols, standards and much more. The biggest frontier for trust is digital identity, specifically of the self-sovereign kind. Great discussion on this episode of FLOSS Weekly. Hosts: Doc Searls and Simon Phipps Guest: Drummond Reed Download or subscribe to this show at https://twit.tv/shows/floss-weekly Think your open source project should be on FLOSS Weekly? Email floss@twit.tv. Thanks to Lullabot's Jeff Robbins, web designer and musician, for our theme music. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsor: NewRelic.com/FLOSS

Drummond Reed, Director of Trust Services with Avast, leads Doc Searls and Simon Phipps through deep dives into SSI, blockchain, KERI (which avoids blockchains), protocols, standards and much more. The biggest frontier for trust is digital identity, specifically of the self-sovereign kind. Great discussion on this episode of FLOSS Weekly. Hosts: Doc Searls and Simon Phipps Guest: Drummond Reed Download or subscribe to this show at https://twit.tv/shows/floss-weekly Think your open source project should be on FLOSS Weekly? Email floss@twit.tv. Thanks to Lullabot's Jeff Robbins, web designer and musician, for our theme music. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsor: NewRelic.com/FLOSS

Drummond Reed, Director of Trust Services with Avast, leads Doc Searls and Simon Phipps through deep dives into SSI, blockchain, KERI (which avoids blockchains), protocols, standards and much more. The biggest frontier for trust is digital identity, specifically of the self-sovereign kind. Great discussion on this episode of FLOSS Weekly. Hosts: Doc Searls and Simon Phipps Guest: Drummond Reed Download or subscribe to this show at https://twit.tv/shows/floss-weekly Think your open source project should be on FLOSS Weekly? Email floss@twit.tv. Thanks to Lullabot's Jeff Robbins, web designer and musician, for our theme music. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsor: NewRelic.com/FLOSS

Drummond Reed, Director of Trust Services with Avast, leads Doc Searls and Simon Phipps through deep dives into SSI, blockchain, KERI (which avoids blockchains), protocols, standards and much more. The biggest frontier for trust is digital identity, specifically of the self-sovereign kind. Great discussion on this episode of FLOSS Weekly. Hosts: Doc Searls and Simon Phipps Guest: Drummond Reed Download or subscribe to this show at https://twit.tv/shows/floss-weekly Think your open source project should be on FLOSS Weekly? Email floss@twit.tv. Thanks to Lullabot's Jeff Robbins, web designer and musician, for our theme music. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsor: NewRelic.com/FLOSS

Im Digital Insurance Podcast besprechen wir relevante Themen der digitalen Transformation. Um noch mehr Insights zu erhalten, haben wir kürzlich unser Studio auf dem InnoVario in Siegburg aufgebaut und interessante Interviews geführt, die wir hier aufbereitet haben. In unserem neuen Format Insurance Insights bieten wir spannenden Akteuren der Versicherungswirtschaft eine Bühne und die Möglichkeit, sich euch, unseren Hörern, vorzustellen. In dieser Episode sprechen Carolin Lerys Holzhaenger, Key-Account-Managerin bei Nect GmbH und Chris Wojzechowski, Geschäftsführender Gesellschafter bei AWARE7 GmbH. Nect ist ein 2017 gegründetes IT-Unternehmen mit Sitz in Hamburg. Nect entwickelt Trust-Services auf Basis einer KI-basierten Online-Identifikation. Mit ihrer selbst entwickelten Robo-Ident-Technologie ermöglichen sie eine vollautomatisierte Online-Identifizierung. Die Aware 7 Gmbh ist ein Cyber Security Unternehmen aus Gelsenkirchen, das Technologien und Produkte entwickelt sowie Dienstleistungen anbietet, die zur Förderung, Steigerung und Erhaltung des IT-Sicherheitslevels dienen. Links in dieser Ausgabe Zur Homepage von Jonas Piela Zum LinkedIn-Profil von Jonas Piela Zum LinkedIn-Profil von Carolin Lerys Holzhaenger Zum LinkedIn-Profil von Chris Wojzechowski Über diesen Podcast Folgt uns auf LinkedIn für mehr Podcast-Updates Zur Podcast-Website Wir suchen immer nach neuen und spannenden Gesprächspartnern. Meldet euch bei Susan.

Im Digital Insurance Podcast besprechen wir relevante Themen der digitalen Transformation. Um noch mehr Insights zu erhalten, haben wir kürzlich unser Studio auf dem DKM Forum Hybrid in Dortmund aufgebaut und interessante Interviews geführt, die wir hier aufbereitet haben. In unserem neuen Format Insurance Insights bieten wir spannenden Akteuren der Versicherungswirtschaft eine Bühne und die Möglichkeit, sich euch, unseren Hörern, vorzustellen In der aktuellen Episode sprechen Gero Reiniger, Director DACH bei Zelros, Carlo Ulbrich, Co-Founder & Chief Sales Officer bei Nect GmbH und Dr. Xenia Isabel Gioia Poppe, Director Insurtech Munich bei Plug and Play Tech Center. Zelros wurde 2016 gegründet und ist ein B2B Independent-Software-Vendor, der künstliche Intelligenz für Versicherungs- und Bankunternehmend entwickelt. Ihre Mission ist es, den Versicherungsakteuren ermöglichen, die Beziehung zu ihren Kunden zu revolutionieren und neu zu gestalten, indem Zelros Ihnen die Verantwortung für KI überlässt. Nect ist ein 2017 gegründetes IT-Unternehmen mit Sitz in Hamburg. Nect entwickelt Trust-Services auf Basis einer KI-basierten Online-Identifikation. Mit ihrer selbst entwickelten Robo-Ident-Technologie ermöglichen sie eine vollautomatisierte Online-Identifizierung. Plug and Play Tech Center ein weltweit aktiver Startup-Investor und ein innovatives Startup-Ökosystem mit Hauptsitz im Silicon Valley. Ziel ihrer Beratungsleistung ist es ihre Unternehmenspartner mit relevanten Startups zu verbinden. In ihrem Münchener Hub arbeiten sie gemeinsam mit Unternehmen in den Branchen Brand & Retail, Insurtech und Health & Wellness. Links in dieser Ausgabe Zur Homepage von Jonas Piela Zum LinkedIn-Profil von Jonas Piela Zum LinkedIn-Profil von Gero Reiniger Zum LinkedIn-Profil von Carlo Ulbrich Zum LinkedIn-Profil von Dr. Xenia Isabel Gioia Poppe Über diesen Podcast Folgt uns auf LinkedIn für mehr Podcast-Updates Zur Podcast-Website Wir suchen immer nach neuen und spannenden Gesprächspartnern. Meldet euch bei Susan.

Robbie Bach is best known for leading the team that brought Xbox to life. He is now celebrating the 20th anniversary of Xbox and celebrating the release of his new book, The Wilkes Insurrection.Carolina Ugaz-Moran is the author of Aline and the Blue Bottle, a wonderful coming of age book. She is first time author shares how she has used her science background in her writing.Heather Florio talks about Interstitial Cystitis and why so many women suffer from it but it often goes undiagnosed. She is the founder of Desert Harvest and has an aloe vera product that helps women manage IC.A new survey shows that it took a pandemic for 44.5 million Americans to finally discuss financial, health, and legal plans with their families. Alison Carnie is director of Trust Services and Chief Administration Officer of the Edward Jones Trust Company and discusses the important topics that need to be addressed.

The pandemic has impacted people's attitudes on financial conversations and health decisions. Mark speaks with Alison Carnie, Principal, Edward Jones Company about results from the latest Age wave and Harris Poll for 44.5 million Americans. She also gives great tips on how to plan end of life action steps with the whole family.MORE ABOUT ALISON CARNIE:  Alison Carnie serves as director of Trust Services and Chief Administration Officer of the Edward Jones Trust Company. She is responsible for trust administration, estate settlement services and trust special asset administration.Carnie first joined Edward Jones in 2006 as an intern in the legal and business development departments of Edward Jones Trust Company. After graduating from law school, she worked as an associate at a St. Louis-based law firm focused on estate planning. In 2012, Carnie returned to Edward Jones as a wealth strategist and team leader in the Client Consultation Group, which is responsible for partnering with financial advisors in working with high-net-worth clients with complex needs.Carnie received her bachelor's degree in human and organizational development from Vanderbilt University and received her Juris Doctorate from St. Louis University School of Law. www.edwardjones.com

The pandemic has impacted people's attitudes on financial conversations and health decisions. Mark speaks with Alison Carnie, Principal, Edward Jones Company about results from the latest Age wave and Harris Poll for 44.5 million Americans. She also gives great tips on how to plan end of life action steps with the whole family.MORE ABOUT ALISON CARNIE:  Alison Carnie serves as director of Trust Services and Chief Administration Officer of the Edward Jones Trust Company. She is responsible for trust administration, estate settlement services and trust special asset administration.Carnie first joined Edward Jones in 2006 as an intern in the legal and business development departments of Edward Jones Trust Company. After graduating from law school, she worked as an associate at a St. Louis-based law firm focused on estate planning. In 2012, Carnie returned to Edward Jones as a wealth strategist and team leader in the Client Consultation Group, which is responsible for partnering with financial advisors in working with high-net-worth clients with complex needs.Carnie received her bachelor's degree in human and organizational development from Vanderbilt University and received her Juris Doctorate from St. Louis University School of Law. www.edwardjones.com

How is the trust services sector positioning itself to serve the next generation of wealth clients? On the latest episode of the ABA Banking Journal Podcast — sponsored by ServiceLink — Franckline Casimir-Benoit discusses trends trust professionals are navigating, including complex tax changes, state law trends, growing investor demand for ESG investment options and how trust services are embedded in today's banking industry. As chair of the Certifed Trust and Fiduciary Advisor advisory board and a nearly three-decade veteran of the trust sector, Casimir-Benoit also talks about what trust professionals can do to advance their skills and stay current with industry trends.

After a lengthy break, The UNPACKED Podcast is back for Episode 9 with Trey Tucker. Trey is Micah's old college roommate and one of his best friends. Trey is from Devonshire, Bermuda, and is the youngest of six siblings. Trey loved playing various sports such as soccer and cricket growing up. However, life wasn't as easy as it sounds for him. His father passed away at an early age and when was thirteen, he moved to Chattanooga, Tennessee. After attending middle and high school in Chattanooga, Trey received a soccer and track scholarship to Wheeling Jesuit University, in West Virginia. After graduating with a degree in Business Administration and Management, he moved back to Bermuda where he resides. Recently, Trey was able to make his debut in soccer for the Bermudian National Team. Currently, Trey is a Business Operations Coordinator for Trust Services at Conyers Dill and Pearman Law firm.

How should you choose a Trustee for your estate plan?  This week our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Sarah Duey, Vice President of Trust Services at Carson Group discuss the many factors that should be considered in this important decision.  What's the role of a Trustee and does it vary based on the type of trust?  Should a family member or friend be your Trustee?  What type of skills does a Trustee need and what are some key questions to candidates?  Choosing the wrong Trustee can have negative consequences on your estate plan so tune in to learn more about this topic. A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this call we talk about 1031 tax deferred exchanges with Owen Glodt. Owen is VP of Business Development Realogy 1031 Services, and the Team Leader of TitleOne Exchange and Trust Services. Owen discusses the mechanics of IRS 1031 Exchange tax deferred transactions and when investors can take advantage of them. We have been hearing about 1031s in the news, but its often confusing, Owen clarifies what these exchanges are and how they work.

1) What Concentra Trust is. 2) Estate planning and trust services with a broker. 3) Identifying the right client for this service. 4) Bringing in the experts. Guest: Jandy John, the Director of Business Development at Concentra Trust. Jandy is a trust professional with extensive experience managing fiduciary appointments involving a broad range of structures including trusts, estates, guardianships, powers of attorney and corporations. Jandy is well versed in creating comprehensive technical and tax efficient estate planning solutions that brings together the personal and emotional objectives that often influence estate, trust, and incapacity planning. Because Jandy has experiences at several major financial institutions and leading trust companies, she draws from a wide range of best practices an provide pragmatic and customized solutions. Jandy is also an advocate of helping women advance in the trust industry. Contact: P: 647-524-7269 E: jandy.john@concentra.ca concentra.ca

In a unique episode of the Cannon Curve, Phil interviewed Gene Lewis and John Jansing in person at the Trust Education Foundation Annual Conference in Pinehurst, NC earlier this week. Gene Lewis is Senior Vice President and Director of Trust Services for First Citizens Bank and John Jansing serves as owner and Chairman of Proxy Trust as well as CEO for O/G Trust Services. Listen in to hear our guest's perspective and insight as they look back on the past year and reflect on the resilient trust and wealth industry that we're in. Resources: Trust Education Foundation - https://www.trusteducationfoundation.com/trust-advisors-forum/overview/ Gene Lewis - https://www.linkedin.com/in/gene-lewis-7b535016 John Jansing - https://www.linkedin.com/in/john-jansing-ab761a46/   Please send Comments, Questions, and Feedback to: mojo@cannonfinancial.com Please send First Friday Feedback submissions to: mojo@cannonfinancial.com

Jennifer Hodgson, Chief Executive Officer of Raymond James Trust (Canada) and Raymond James Trust (Quebec) Ltd, speaks with The Advantaged Investor host Chris Cooksey about the importance of trust services.

This podcast is part two of a two-part series. Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with David Walwyn, Associate Director, Trust Services, BMO Trust Company who shares the advantages of having a professional trustee administer a testamentary trust.  Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, speaks with Jason Ansel, Vice-President and Regional Director, Trust Services, Eastern Canada, BMO Trust Company who shares the importance of choosing a skilled executor to safeguard challenging times.  Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.