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 Bankers Association. Gail has been a part of Southeastern...

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 inauguration of President Trump, a wave of bearish pessimism swept over...

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. Read more details...

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 a Panel of Lions in a “Shark Tank” type experience...

TN Trust Law Updates

A recent vote by the Tennessee Legislature impacts how banks process funds connected to the account of a deceased individual.

STC Sponsors 2016 It Takes a Village Conference

Southeastern Trust sponsored this year’s 2016 Southeast Tennessee’s aging conference, It Takes a Village, held at Concord Baptist Church in Chattanooga. The event brings together professionals in the aging field, caregivers, seniors and planning boomers around...