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Look Back | Wealth Management and Trust Conference

  • March 2, 2023 - May 31, 2023
  • Virtual Conference
RegisterView Program

ABA’s Executive Vice President, Congressional Relations and Political Affairs, James Ballentine was among several featured speakers to deliver timely insights on issues impacting wealth advisors and their clients.

29:39

Video

2021 Washington Update

Bruce Mehlman, founder of Mehlman Castagnetti Rosen & Thomas, presents the latest activities in Washington impacting the wealth management industry and its clients, as well as trends in the marketplace.

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
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