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HomeNewsArchivesFINANCIAL SYMPOSIUM TO ASSIST FINANCIAL ADVISORS

FINANCIAL SYMPOSIUM TO ASSIST FINANCIAL ADVISORS

A financial symposium, conducted by C.E. Brathwaite & Associates and the Community Foundation of the Virgin Islands, will be held from 8:30 a.m. to 4:30 p.m. Thursday March 30 at Marriott's Frenchman's Reef Hotel.
The one-day seminar will feature Allstate companies – Lincoln Benefit Life, American Heritage Life and Investors Capital Corporation, Brathwaite, president of C.E. Brathwaite, said.
Purpose of the seminar is to provide information to financial advisors for clients wishing to make an endowment to the community. "The Community Foundation is a prime vehicle to name as a beneficiary on an insurance policy if one wants to leave a legacy in the community," Brathwaite said.
"Every day, lawyers, investment specialists, and other financial advisors are met with questions from their clients about leaving something to the community," Brathwaite said.
Featured speaker will be Wesley S. Williams Jr., senior partner of the prestigious Washington D.C. law firm, Covington and Burling, and a "dynamic and powerful speaker," according to Brathwaite. Williams is no stranger to the territory. He is co-chief executive officer of the Lockhart Caribbean Corporation.
Employee benefits, group packages, disability products, retirement accounts and stocks and bonds are among the subjects to be covered. Accountants, lawyers, insurance agents, banking and investment personnel are invited to attend the symposium.
There is no admittance fee, and complimentary breakfast and lunch will be served. Persons wishing to attend should RSVP by March 27 with Carol-Ann Hendricks at (340) 776-9486.

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A financial symposium, conducted by C.E. Brathwaite & Associates and the Community Foundation of the Virgin Islands, will be held from 8:30 a.m. to 4:30 p.m. Thursday March 30 at Marriott's Frenchman's Reef Hotel.
The one-day seminar will feature Allstate companies – Lincoln Benefit Life, American Heritage Life and Investors Capital Corporation, Brathwaite, president of C.E. Brathwaite, said.
Purpose of the seminar is to provide information to financial advisors for clients wishing to make an endowment to the community. "The Community Foundation is a prime vehicle to name as a beneficiary on an insurance policy if one wants to leave a legacy in the community," Brathwaite said.
"Every day, lawyers, investment specialists, and other financial advisors are met with questions from their clients about leaving something to the community," Brathwaite said.
Featured speaker will be Wesley S. Williams Jr., senior partner of the prestigious Washington D.C. law firm, Covington and Burling, and a "dynamic and powerful speaker," according to Brathwaite. Williams is no stranger to the territory. He is co-chief executive officer of the Lockhart Caribbean Corporation.
Employee benefits, group packages, disability products, retirement accounts and stocks and bonds are among the subjects to be covered. Accountants, lawyers, insurance agents, banking and investment personnel are invited to attend the symposium.
There is no admittance fee, and complimentary breakfast and lunch will be served. Persons wishing to attend should RSVP by March 27 with Carol-Ann Hendricks at (340) 776-9486.