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Attendance Options | Wealth Management and Trust Conference

  • February 24-26, 2025
  • Manchester Grand Hyatt
  • San Diego, CA
RegisterView Program

The Wealth Management and Trust Conference will offer two distinct ways for bankers to experience the event.

In Person

  1. Access all general sessions and concurrent sessions
  2. Network with solution providers in The Hub
  3. Earn CFTA and CFP continuing education credits

Remote Access

  1. View a livestream of the general sessions on the remote platform (all times are Pacific).
  2. View recorded sessions, both general and concurrent, which will be available on the remote platform within 48 hours of session completion. Sessions are accessible through May 31, 2025.
  3. Earn CFTA continuing education credits.
  4. Please note, concurrent sessions are not available.

For more information on CE credits, click here.

 Attendance Options
 In PersonRemote Access
Live General SessionsYesYes
Live Concurrent SessionsYesNo
Recorded General SessionsNoYes
Recorded Concurrent SessionsNoYes
Network with Solution Providers in The HubYesNo
Remote access to Solution Providers’ materialsNoYes
CTFA creditsYes, 15 hoursYes, 8 hours
CFP creditsPendingNo

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