ABA Wealth Management and Trust Conference

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Focusing on the Future Today

The next generation of clients demands next-level advisors.

At the ABA Wealth Management and Trust Conference, you’ll find the latest strategies and tactics to enhance how you establish and connect with clients. You’ll also discover new and innovative ways to grow your business.

The future of the industry is here. Will you be there?

Keynote Speakers

Jennifer F. Galvagna, Managing Director and Head of Trusts, Estates and Tax for Bank of America Private Bank, will explore what’s driving the need for fiduciaries, when to bring in a fiduciary, industry trends and emerging generational differences.

Meet Our Keynotes

Earn CE Credits

Need to maintain your CTFA, CISP or CRSP? Earn credits for in-person or remote attendance.

View CE Credits

In-Depth Program

Get actionable insights that will help you outclass the competition, from engaging with multidimensional and multigenerational clients to utilizing technology to achieve better client outcomes.

See the Program

Attendance Options

You can experience the Wealth Management and Trust Conference in person or remotely.

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Why You Should Attend

Conference Highlights

CE Credits

Earn 15 CE credits toward your CTFA certification.

Focused Tracks

Bring the future into focus with sessions on how to successfully build on your wealth management and trust knowledge.

Get Content That Fits Your Needs

Pick sessions that will help you grow as an advisor.

Attend With Your Team

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

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 Updates Contact Kim