ABA Wealth Management and Trust Conference

February 26-28, 2014, Hilton San Diego Bayfront

Differentiate yourself on every level.

In Wealth Management and Trust, your professional and competitive edge is fundamental to your success.  It's what differentiates you from the competition, and what makes you stand out as a trusted advisor attuned to the unique needs of every client.  Come develop your edge at the 2015 ABA Wealth Management and Trust Conference.  You'll learn how to create winning customer solutions that bring added value to your bank.

  • Explore the latest in fiduciary advice, regulations and practice management techniques
  • Hear the latest investment trends
  • Stay ahead of the competition in a crowded marketplace
  • Build trust, strengthen customer relationships and become a better consultative resource for a changing client base
  • Enhance the operational efficiencies in your trust department to improve bottom-line results

The Conference will be evaluated for CTFA credits.

General session speakers announced.

 

​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