News & Insights

Keep up with our latest news, events, & activities.

RECENT POSTS

Estate Planning Institute 2025 conference

Feb 10, 2025

Southeastern Trust Sponsors the Estate Planning Institute 2025 Conference at UGA

Southeastern Trust was proud to sponsor the Estate Planning Institute 2025 conference at The University of Georgia.

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Chattanooga Ballet Nutcracker

Dec 17, 2024

Southeastern Trust Serves as Presenting Sponsor of Chattanooga Ballet’s Nutcracker

This December, Southeastern Trust served as the presenting sponsor of Chattanooga Ballet’s Nutcracker.

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Southeastern Trust provides a family office approach to help our clients Design a Life Well Spent. Our team has decades of experience tailoring solutions for the specific needs of the individuals and families we serve. Our expert legal and financial professionals will work with you to provide the service you need. Find more information about our trust and estate services here.

Nov 12, 2024

Southeastern Trust Sponsors 2024 Southeastern Regional Meeting of the ACTEC

Recently, Southeastern Trust was proud to sponsor the 2024 Southeastern Regional Meeting of the The American College of Trust and Estate Counsel.

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Jul 26, 2024

Southeastern Trust Sponsors Fiduciary Law Institute

Our team was excited to sponsor the Fiduciary Law Institute hosted by the State Bar of Georgia where legal and financial professionals gathered to connect, learn, and review the latest …

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Southeastern Trust Company at the 2023 Stetson's National Conference on Special Needs Planning and Special Needs Trusts

Oct 24, 2023

Stetson’s Special Needs Trust and Planning Conference

Southeastern Trust Company was honored to sponsor the 2023 Stetson’s National Conference on Special Needs Planning and Special Needs Trusts. Many people face the challenge of supporting a child or …

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Picture of the front of a $100 bill

Jul 26, 2023

2023 Second Quarter Investment Update

Reviewing economic conditions, our expectation for recession has been delayed, not canceled. It is our expectation there is no economic “free lunch” where we simply skip a business cycle and move to a new expansion – there are plenty of signs that challenges lie ahead, many of which could appear in months rather than years.

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Drew Echternach Awarded Chartered Financial Analyst (CFA®) Designation

Apr 24, 2023

Drew Echternach Awarded Chartered Financial Analyst (CFA®) Designation

Southeastern Trust is excited to announce that Drew Echternach has successfully completed all levels of examination to become a Chartered Financial Analyst (CFA®) charter holder. Earning the CFA charter is …

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2023 First Quarter Investment Update

Apr 21, 2023

2023 First Quarter Investment Update

Our expected outcome is that the economy will enter a recession later this year, as the effects of monetary policy continue to impact businesses and consumers. We expect peak effects will not be felt until later this year, and although difficult to predict, there will likely be other financial and credit stresses like those seen with the failed banks in March.

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2023 Investment Outlook

Jan 30, 2023

2023 Investment Outlook

As we turn the calendar to 2023, we look ahead with a mix of optimism and concern. We expect that the effects of 2022’s rate hikes are still being absorbed into the economy. The U.S. economy must prove that it can thrive in a higher-rate environment, something it has not had to do over any sustained period since last century.

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Southeastern Trust Company Presents The Nutcracker

Nov 16, 2022

Southeastern Trust Company Presents The Nutcracker

Southeastern Trust Company is excited to present upcoming performances of The Nutcracker by the Chattanooga Ballet. The Nutcracker will feature the professional ballet company, the Chattanooga Symphony Orchestra performing live, a live choir, as well as 200 students from Chattanooga Ballet’s School and the area.

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