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ABA: The American Bankers Association
Conference

Wealth Management and Trust Conference

  • March 2, 2023 - May 31, 2023
  • Virtual Conference
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Trusted Advisor in Changing Times

The times are dynamic but clients need their trusted advisors more than ever. Take a journey with us as we explore the future of wealth management amid industry shifts, innovations in technology and ever-evolving client expectations. The ABA Wealth Management and Trust Conference is a must-attend event to gain actionable insights and ensure you're positioned for success.

In-Depth Program

Explore strategies on engaging multigenerational clients, leveraging technology to provide better client outcomes, and how to enhance your value proposition to grow your business and remain competitive.

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Keynote Speakers

Gain insights from some of the industry’s brightest minds, including wealth psychology expert and coach Kathleen Burns Kingsbury.

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Earn CE Credits

Don’t miss the opportunity to earn continuing education (CE) credits toward your CTFA.

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Wealth Management and Trust Conference

March 2nd - May 31st, 2023 | The best conference for wealth management and trust professionals.

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Why You Should Attend

Conference Highlights

The Trusted Advisor in Dynamic Times

Enhance your ability to deliver holistic and scalable client-centered advice.

Focused Tracks

Bring the future of wealth management into focus with sessions on wealth management, fiduciary, legal, and compliance, and growing and managing your practice.

Attend With Your Team

Teams can take advantage of special pricing for both in-person and virtual.

Keep Me Informed

Get updates on the Wealth Management and Trust Conference as we develop this year's program. Contact Kim Chancy if you have any questions.

Sign Up for UpdatesContact Kim