FINANCIAL PLANNING
The manager of Financial Planning
Who is Jason Hamilton - in Cincinnati
When starting to plan for their Estate, the client will probably need an attorney to prepare these 3 documents
What are a Will, Living Will and a Power of Attorney
Wealth Management and Trust has this many assets under management
What is over $4 Billion
This is the number of Investment team members
What is 14-16
This amount of money might be considered a qualified referral
What is $500,000 or more of investable money
One of Jason's partners in Financial Planning
Who is Megan Ebersole
When someone dies you usually have to open this type of an account
What is an Estate account
The number of Stock Yard branches throughout our footprint where we provide Trust services to clients
What is 44 (and growing)
How often does the Investment Team meet to discuss the Economy, Investments and the Market activity
What is once a week
What you get for a closed qualified referral
What is 10% of the first year fee
True or False - We offer a way for clients to see all of their assets and debts (not just what they have with us)
What is True - It is know as Wealth Access
If you don't have an Estate Plan, "they" will make decisions as to where your assets go
What is the State where you are a resident
This is the year that Stock Yards began providing Trust services
What is 1972
Name 2 of the major Stock Indexes
What are the DOW, the S&P 500 or the NASDAQ composite
Closing $5000 or more in fee revenue to Wealth Management in 2021 will get you this
What is a chance in the drawing for a trip to Vegas !
We run this to determine if the financial plan has the propensity to be successful
What is a Monte Carlo
By having a Trust, you may be able to avoid this judical process
What is Probate
Stock Yards had only one branch for this many years
What is 84 years
Historically these are considered "safer" investments...
What are Bonds
This amount of revenue created for the Wealth Management & Trust in 2021 will automatically have you going on a trip
What is $35,000
The client can view their financial plan on this platform
What is the Wealth Access platform
This person manages the assets in a Trust
Who is the Trustee
After the Main Office, what branch opened next
What is the Fifth Street Branch
Historically, these offer the best opportunity for growth in a portfolio
What are Stocks (or Equities)
If you refer a client that opens up a million dollar account (or relationship) with the Wealth Management Group you will get this in your paycheck
What is an extra $1,300