Are you poised for the next level in wealth management and trust?
Now is an opportune time to strengthen your business line, and nothing beats the enrichment of a live event. Hear big picture strategy along with practical solutions for driving revenue, referrals and results. No other conference covers more ground for members of the wealth management and trust banking community.
- Identify new business opportunities and explore the latest in practice management.
- Learn to leverage investment trends, manage risk and improve bottom line.
- Become a better consultative resource for your clients.
The conference will be reviewed for continuing education credits toward the CTFA designation. In previous years, it has been approved for a minimum of 12 credits.