Venue
The Inn at St. John's
The Inn at St. John's, 44045 Five Mile Road, Plymouth, MI 48170, USA

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Event Date Mon Oct 1 EDT - Wed Oct 3 EDT (about 3 years ago)
Location The Inn at St. John's
44045 Five Mile Road, Plymouth, MI 48170, USA
Region Americas
Details

The annual Midwest Trust and Wealth Management Conference is a must for wealth management and trust professionals throughout Michigan and our neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CFP, CPE) and valuable networking opportunities, the event is a do-not-miss event.

Who Should Attend?
All decision-makers from throughout the wealth management and trust industry.
This conference is beneficial for:
• Trust department, trust company and private bank executives
• Senior trust officers, administrators and wealth advisors
• Business development officers and future leaders
• Financial and estate planners

Sponsors & Partners

2018 Sponsors

• Broadridge
• John Hancock
• Fidelity
• Mainstreet Advisor