63rd Annual Meeting & Wealth Management Conference 2022 | Florida Bankers Association | 21 September 2022 | The Ritz-Carlton, Fort Lauderdale , 1 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA
Venue
The Ritz-Carlton, Fort Lauderdale
The Ritz-Carlton, Fort Lauderdale , 1 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA
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| Event Date |
Wed Sep 21 -04 - Fri Sep 23 -04 (about 2 years ago)
In your timezone (EST): Wed Sep 21 12:00am - Fri Sep 23 12:00am |
| Location |
The Ritz-Carlton, Fort Lauderdale
1 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA |
| Region | Americas |
Details
This conference has been applied for 9.0 CLE credits; and applied for 9.0 CTFA/CCTS credits
This annual conference is designed with the trust and wealth management professional firmly in mind. Not only is it the annual meeting for the FBA Wealth Management Division, but also 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.
Speakers
2022 Speakers
Alejandra Grindal
Chief Economist, Ned Davis Research Group
Jerome L. Wolf, P.L.
Partner, Katz Baskies & Wolf, PLLC
Travis Hayes
Attorney at Law, LL.M., Grant Fridkin Pearson, P.A.
Chris Aiello
Managing Director and Product & Strategy Executive, Bank of America Private Bank
Scott A. Farber
Managing Director Wealth Strategist, Bank of America Private Bank
Andrew P. Tanner
Managing Director/Private Business Executive, Bank of America
Paul Tarantino
VP/Business Development Officer, Canandaigua National Trust Company of Fla.
Sam Armes
Director & President, Florida Blockchain Business Association
Jeff Vandrew, Jr., CPA, CFP
Head of Retirement & Inheritance, Unchained Capital, Inc.
Amanda Barton, Esq.
Partner, Mr. Cannabis Law
Lester B. Law
Director, Franklin Karibjanian & Law PLLC
Sponsors & Partners
2022 Sponsors
• Caldwell Trust Company
• Fifth Third Bank
• Truist Wealth Management
• BNY Mellon Wealth Management
• Federated Hermes
• MainStreet Advisors
• Saltmarsh, Cleaveland & Gund
• Caldwell Trust Company