Keep up with our latest news, events, & activities.
RECENT POSTS
May 23, 2025
Southeastern Trust Attends 2025 ACTEC Southern Regional Meeting
We were graciously invited to attend the 2025 Southern Regional Meeting, which was hosted by The American College of Trust and Estate Counsel (ACTEC) on May 2–4, 2025. Our team …
Mar 21, 2025
Investing Like “The Great One”
Southeastern Trust Investment Memo, March 2025 | What Southeastern Trust and Wayne Gretzky have in common.
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.
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.
ALL POSTS
Jun 13, 2017
Market Outlook: June 2017
Although the Conference Board’s consumer confidence fell more than expected in May, it remained close to post recession highs. Consumer spending also rose in April, getting the second quarter off on a strong note. However, the pace of spending . . .
May 09, 2017
Southeastern Trust is Platinum Sponsor for 2017 Embrace Aging Forum
Southeastern Trust is proud to be the Platinum Sponsor for this year’s Embrace Aging Forum, where Trust Officer Teresa Whitton will also speak on Special Needs Trusts. The forum, hosted …
Apr 19, 2017
Trust Specialist Gail Davis Awarded CTFA
Congratulations to our Trust Specialist Gail Davis! Gail was recently awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American …
Apr 18, 2017
Market Outlook: April 2017
The first quarter of 2017 was dominated by political headlines, firming economic data, and stronger corporate earnings. After an initial wave of bullish sentiment leading up to and following the …
Nov 14, 2016
New IRA Contribution Limits for 2017
The Internal Revenue Service has published IRA contribution limits and provisions for 2017. These limits and provisions impact how you manage your assets for retirement planning in the coming year. …
Nov 01, 2016
Southeastern Trust Sponsors Lion’s Den
On October 27-28 of this year, Southeastern Trust sponsored the Lion’s Den fall event in Birmingham, AL. “The 3rd annual event featured four businesses presenting to hundreds of attendees and …