Episode 16 - Discussion with the Society of Trust and Estate Practitioners (STEP)

from Delivering Direction and Control · host Bridgeford Trust Company

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company – sits down with guests Nancy Golding - Global Chair of STEP – and Ceci Hassan - Chair of STEP Miami (positions held at the time of the recording). During this discussion, we learn more about STEP and STEP Miami and their great success in inspiring confidence in families planning for their futures. David, Nancy, and Ceci go on to discuss global hot topics and the future vision for STEP, both globally and in the U.S.

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This episode was published on March 11, 2021.

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