Pub 12 2023 Issue 6

and welfare plans, are poised to influence a broad spectrum of individuals and professionals. As we embrace this paradigm shift in retirement planning, understanding the implications of Secure 2.0 becomes increasingly crucial in guiding both industry veterans and newcomers toward securing their financial future. The KBA Trust Division's annual meeting marked a significant moment at the conclusion of the first day of the conference. During this assembly, an essential transitional milestone unfolded as the new slate of officers and directors for the 2023-2024 year was officially approved. This transition embodies the ongoing commitment of the KBA Trust Division to uphold excellence and visionary leadership. The elected officers, through their dedication and collective expertise, are well-positioned to steer the division toward its goals for the forthcoming year. Their role not only represents a commitment to the division's mission but also serves as a testament to the dynamic and evolving landscape of trust services and financial stewardship. Federated Hermes Fixed Income Market Outlook — Jerry Conner, CFA The second day commenced with Jerry Conner, who provided a comprehensive outlook on the economic and credit markets, along with updates on Federal Reserve Policy. The session also touched on ethical considerations when collaborating with multiple professionals. This well-rounded approach ensured attendees gained valuable insights into both the financial and ethical aspects of their work. Ethical Considerations When Multiple Professionals Serve a Mutual Client — Tim O’Sullivan, Foulston Siefkin, LLP Tim O’Sullivan addressed ethical considerations when multiple professionals from various disciplines serve a mutual client in estate planning. These factors include managing conflicts of interest, ensuring competence, maintaining confidentiality, transparent Chris Kuckelman of Midwest Trust Company, Leawood, and Pam Ryser from the Trust Company of Kansas, Wichita, engage in a friendly catch-up during the break. Presenting your dedicated 2023-2024 KBA Trust Division Board of Directors, whose tireless commitment is deeply appreciated. Goldman Sachs’ Tom Loukas has a conversation with associate John Tousley. 10