ABA Wealth Management and Trust Conference

February 22 - 24, 2017 

Competing in an Era of Disruption

The wealth management and trust business faces rapidly evolving challenges, including technology, customer and employee demographics, fiduciary, tax, investing, and regulations.

The ABA Wealth Management and Trust Conference empowers business leaders with innovative practices in bank trust and wealth planning to enhance relevance in this era of disruption.

Earn up to 21.75 CTFA Credits. View full continuing education credit information.

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​Program Questions? Please contact Lauren Dwyer.


 Who Should Attend?

  • ​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