SVA SPEAKER SOURCE - EVENTS, SEMINARS, & TRADE SHOWS

Experts in Accounting, Technology and Financial Speaking

WE HAVE A SPEAKER FOR YOU!

If you are looking for highly qualified speakers for your next meeting, webinar, educational roundtable or expo, SVA has assembled an exceptional group of subject matter experts to address your needs. These are business professionals with established public speaking experience in a broad range of industries and niche areas.


CONTACT INFORMATION

For more information please contact: Bonnie Bailey - baileyb@sva.com - 608-826-2378

SVA SPEAKERS Speaker Source

Kathryn Norton - JD / Sr. Vice President and Principal - SVA Trust Company

Kathryn Norton

Kathryn is the Senior Vice President and Principal of SVA Trust Company. She specializes in the administration of high net worth trust relationships, oversees the settlement of complex estates, and assists clients with estate planning concerns. With more than thirty-five years experience as a trust officer and estate planner, Kathryn has extensive knowledge in helping clients find order in their financial lives and solutions to their estate challenges. Kathryn works with clients to identify their estate planning objectives and set priorities about their wealth and the transfer of that wealth to the next generation.

The following is a partial list of the topics Kathryn covers:

  • Estate Planning To Protect Your Family and Your Assets
    • Everyone needs a plan
    • What you should know about wills and probate
    • Estate planning objectives
    • Types of trusts and which is right for you
  • Estate Planning : The Power of Trusts
    • How a trust protects your family
    • Roles of a trustee and personal representative
    • Plan for the future early to protect your assets

Kathryn has spoken to audiences at:

  • Madison College
  • Legal Association for Women
  • State Bar of Wisconsin
  • Wisconsin Trustees Association
  • Madison Estate Council 
  • SVA Savvy Women Investment Series
  • UW Graduate School of Business
  • SVA Financial Group Annual Investment Forum
  • SVA Executive Briefing Webinar Series 
  • Financial institution clients

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