Midwest Trust and Wealth Management Conference 2019 | Michigan Bankers Association | 9 October 2019 | Sheraton Ann Arbor Hotel, 3200 Boardwalk Dr, Ann Arbor, MI 48108, USA

The MBA Trust & Investment Services Division's purpose is to develop and advocate legislative positions, disseminate information among its members relative to the trust business, provide education in areas of mutual interest to its members through conferences and seminars, promote professionalism among the trust personnel in Michigan, and to enhance the public image of the Michigan trust industry. Join our LinkedIn Group here.

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

2019 Speakers

Linda Duessel
Federated Investors

Phoebe Papageorgiou
American Bankers Association

Paul Larsen
Chemical Bank

Judy Grace
Greenleaf Trust

Drew Hayes
Plante Moran Trust

Mark G. Landau, Esq.
Couzens, Lansky, Fealk, Ellis, Roeder & Lazar, P.C.

Kumar Jagdeo II
Prudential’s Global Investment Management Business (PGIM)

Amy Tripp
Chalgian and Tripp

Jay Yelton
Warner Norcross & Judd

Nathan Piwowarski
McCurdy, Wotila & Porteous, PC

Adam Lowen
Comerica

Terrance Quinn
The TGQ Law Firm

Andrew Hirschler
BNY Mellon

Jim Entwisle
Vanguard Financial Advisor Services

2019 Sponsors

• Illinois Bankers
• Indiana Bankers
• MBA
• OBL
• Wilconsin Bankers