February 26 - 28, 2014 l Hilton San Diego Bayfront l San Diego, CA
Overview | Registration/Fees | Program | Venue | Sponsors/Exhibitors
Delivering Client Solutions for Today's Market
Your clients need fiduciary and investment advice more than ever - and the advice you give must set realistic performance expectations to gain the necessary trust for successful long-term relationships.
At the 2014 ABA Wealth Management and Trust Conference you'll hear the latest in practice management to help you build your business.
Now is the time to move forward - identifying new business opportunities, managing risk and improving results.
Make plans now to attend the Conference, and gain new insights from industry subject matter experts
and network with senior wealth management and trust bankers. Take part in smart conversations, and come away with practical strategies for serving your high net worth clients.
Now Accepting Speaking Proposals
Conference content is planned with several resources, including proposals received by bankers and companies that provide services to the industry. To be considered, please complete and submit the Speaker Proposal Form
by May 17, 2013. Complete instructions can be found on the form.
Earn CTFA credits
The conference will be reviewed for continuing education credits toward the CTFA designation. Each year the conference has been awarded a minimum of 12 credits, so this is an excellent opportunity to network with peers AND receive credit.
IMPORTANT NOTICE: This conference will no longer be recorded for post-conference purchase/use. If you are unable to attend, we recommend you take advantage of our year-round telephone briefings to keep up to date.
Who Should Attend
- Senior Wealth/Trust Executives
- Trust Advisors/Senior Trust Officers
- Business Development Officers
- Private Banking Group Managers
- Investment Specialists/Portfolio Managers
- Financial Planners
- Estate Planning Attorneys
- Trust Risk Managers