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February 21, 2020
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Foundations of Delaware Trusts 2020: Special Assets
March 16th
Attention Wealth Management Professionals! The first Foundations of Delaware Trusts course for 2020 is Monday, March 16th, 9:00 a.m. to 11 a.m. at the University & Whist Club, Wilmington. The first course offered is Special Assets, taught by Francis J. Hazeldine, Managing Director, Charles Schwab Trust Company of Delaware; and, Isabel A. Pryor, President, Key National Trust Company of Delaware. The course is perfect for new, as well as more experienced trust professionals looking to sharpen their skills! The session will also be available on an audio/slide flashdrive for in-house training. Sign up today! Space is limited! Click on the link below for registration information.
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2020 Teach Children to Save Day Volunteer Registration Opens This Monday!
Attention Banker Volunteers! Registration for 2020 Teach Children to Save Day opens this Monday, February 24th! Teaching is fun and easy. All materials - book, lesson, instruction video - are provided. 3rd and 4th grade classrooms are available statewide for April 27th through May 1st. You can choose from among a variety of locations a school most convenient for you. This year's lesson is on the magic of compound interest and is take from the new book: "The Great Investo and the Astounding, Abounding, Compounding Machine."
Make a difference! Research has shown that when people are taught the basics of money management as children, they are more likely to be fiscally fit as adults. You will be providing valuable financial lessons that most children will not receive at any other time.
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Survey Says Consumers Love Their Tax Refunds! New survey from Kiplinger and Barclays US Consumer Bank shows Americans just like getting a big check
– Americans like giving Uncle Sam an interest-free loan, according to a new survey from Kiplinger’s Personal Finance magazine and Barclays US Consumer Bank. While Americans know they would pay less in taxes throughout the year, nearly two-thirds (63%) of those surveyed say they would rather get a refund than a bigger paycheck (37%). And while nearly one-third (31%) of those who get refunds say they like it because it forces them to save more, the vast majority say they just like getting a refund (63%). “Americans are addicted to tax refunds,” said Mark Solheim, editor of Kiplinger’s Personal Finance magazine. “Despite knowing they are giving the government a free loan, taxpayers love seeing that big check or direct deposit every year.” In fact, nearly three-quarters of those surveyed (74%) received a refund last year, with a median amount of $2,154. Those using a tax professional saw a significantly higher refund of $2,620 versus those individuals who do their own taxes and netted $1,715.
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Philly Fed Presents "Reinventing Our Communities: Equity InSight" May 27th to 29th
Save the date for the Federal Reserve Bank of Philadelphia's Reinventing Our Commnities (ROC) event, May 27th - 29th. This year’s Reinventing Our Communities comes at a critical time. In the midst of an economic expansion, many households and areas have been left out. At ROC 2020, we will put equity in sight by highlighting research and local solutions you can use to increase economic opportunity in your community and foster economic equality.
The three-day event will inspire dialogue and present ways that communities can expand access to jobs, housing, and wealth, and create lasting economic mobility. ROC is the Philadelphia Fed’s must-attend event for community development experts, policymakers, and thought leaders to discuss how to “reinvent America’s communities.”
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Hispanic National Bar Association Recognizes
Morris James' Laura Readinger
Morris James Counsel Laura Readinger has been named one of the Top Lawyers Under 40 by the Hispanic National Bar Association (HNBA). This award is given to accomplished lawyers who have demonstrated professional excellence, integrity, leadership, commitment to the Hispanic community, and dedication to improving the legal profession. After an extensive review process, the HNBA selected only 28 highly qualified award recipients from across the United States. Laura Readinger concentrates her practice on helping clients with electronic discovery in corporate and fiduciary litigation. She provides effective and efficient project management solutions to clients in what is a complex and continually changing area of litigation. Laura has served on the HNBA's Advisory Board since 2011.
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For more information on DBA programs and events visit www.debankers.com or click on the logo at right to redirect to our website.
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Delaware Bankers Association
8 W. Loockerman Street
Dover, DE 19903
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