|Event Date||Thu Sep 26 EDT - Fri Sep 27 EDT (about 2 years ago)|
The Ritz-Carlton, Fort Lauderdale
1 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA
This annual conference is designed with the trust and wealth management professional firmly in mind. The timely curriculum will cover topics pertinent to the issues currently challenging the trust and wealth management industry. Attorneys well versed in the legal aspects, industry consultants providing important data and viable strategies, and senior trust and wealth management officers deep in the daily trenches will come together to present topics that will not only help bankers survive but thrive in this economy.
Who Should Attend?
This conference will benefit all trust and wealth management bankers from any sized financial institution.
Shareholder, Goldman, Felcoski & Stone, P.A.
Lester Law, Director
Franklin Karibjanian & Law PLLC
Sasha Klein, JD, LLM
Partner, Ward Damon
Shareholder, Grant Fridkin Pearson
Senior Fiduciary Counsel, Bessemer Trust Company
CEO, Directive Communication Systems
Mike Tropeano, CFA
Solution Architect, Wealth Management & Trust Division, FIS
Gerard J. Lachnicht, CFA
Managing Principal, Sabal Trust Company
Chief Investment Officer, TrendMacro
Founding Partner, The Law Offices of Hoyt & Bryan, LLC
• Comerica Bank Wealth Management
• Jackson National Life Distributors, LLC
• MainStreet Advisors
• Caldwell Trust Company
• SunTrust Banks, Inc.