ABA Wealth Management and Trust Conference

February 22 - 24, 2017 

The submission deadline for 2016 has been extended.  If you attended in 2017, you may have earned up to 21 CTFA Credits. View full continuing education credit information.

Capitalize on Change 

From advances in Fintech to regulatory developments, a range of changing dynamics have been transforming the Wealth Management and Trust industry. Move forward and embrace challenges. 

You'll examine how today's Wealth management and Trust developments intersect with your business goals while unlocking opportunities to evolve, innovate and capitalize on change. ​

​Program Questions? Please contact Lauren Dwyer.

 

 Who Should Attend?

 
  • Certified Trust and Financial Advisors (CTFAs)
  • ​Senior wealth/trust executives
  • Trust advisors/senior trust officers
  • Business development officers
  • Private bankers
  • Investment specialists/ portfolio managers
  • Financial planners
  • Estate planners/attorneys
  • Trust risk managers