financial Education Resources

Access a wealth of education on key economic, financial, and investment concepts.

[Guide] How to Prepare Your Child’s Special Needs Trust Before You Go

How can a special needs trust (SNT) protect you and your family? Establishing an SNT is an excellent way for your child to enjoy the benefits of trust assets while maintaining eligibility for needs-based government benefits.

[Guide] How to Choose an Advisor When Acting As a Trustee

Successful management of a trust is a team effort. Trustees can only execute their duties and optimize support for beneficiaries by working with key collaborators that offer trusted expertise and specialized services. 

[Webinar] Fiduciary Duty: Working With Your Financial Advisor

President & Chief Investment Officer, Jeremy Lau CFA®, CFP®, shares his expertise on how to discern whether a financial advisor is suited to help you meet your specific requirements as a fiduciary.

[Guide] 10 questions to ask your clients about their crypto assets

If you don’t already have keen insight into your clients’ crypto assets, now is the time. We’ve organized 10 helpful questions to ask your clients about their existing crypto assets and future distributions.