Midwest Trust and Wealth Management Conference 2021 | Michigan Bankers Association | 13 October 2021 | The Inn at St. John’s, 44045 Five Mile Road Plymouth, MI 48170

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

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Event Date Wed Oct 13 EDT - Fri Oct 15 EDT (about 3 years ago)
Location The Inn at St. John’s
44045 Five Mile Road Plymouth, MI 48170
Region All
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

Speakers

2021 Speakers

Phoebe Papaeorgiou,
American Bankers Association

Sharri Watkins,
4Dimensions Consulting Group, LLC

Phil Orlando
Federated

Alicia Cole
CFP, Plante Moran

Mark Harder
Warner Norcross + Judd

Wendy Zimmer Cox
Greenleaf Trust

Michael Dixon
Pohl Consulting

Jill Jacques
North Highland

Jordan Summers
Credit Union Trust

Beth O’Laughlin
Warner Norcross + Judd

Terrence G. Quinn
Esq, The TGQ Law Firm, AutoClub Trust

Thomas B Hufton II
The State Bank

Mike Betz
CFP, Senior Manager, Wealth Technology Strategist, F2 Strategy