Program | Wealth Management and Trust Conference 2023 | American Bankers Association (ABA) | 27 February 2023 | Omni Nashville , 250 Rep. John Lewis Way South Nashville, TN, 37203

The future is evolving and the strength of the relationship between the advisor and client is now the benchmark for long-term success. This shift requires those in the industry to master a new frontier – client psychology.

A great way to learn more about client psychology is through money stories. Money stories are a collection of thoughts and feelings about money and wealth that influence every financial decision a person makes. Due to the money silence in our society and families, many clients are unaware of how these generational family money messages influence their ability to save, invest, and plan for a secure future.

Benefits of Attending:
• What a money story is and its influence on financial planning
• The impact of these stories on financial behaviors and wellbeing
• How an advisor’s money story influences the client engagement
• A simple tool for identifying client’s money stories and generational patterns
• A method for helping clients identify and change unhealthy money mindsets
• Strategies for using money stories during discovery, annual meetings, and to initiate family wealth conversations

2023 Speakers

KEYNOTE SPEAKERS:

Dave Butler
Co-Chief Executive Officer, Dimensional Fund Advisors

Kathleen Burns Kingsbury
Founder of KBK Wealth Connection, Host of Breaking Money Silence Podcast

Sébastien Page, CFA
Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price

SPEAKERS:

John Diehl, CFPA, CLUA, ChFCA
Senior Vice President, Applied Insights, Hartford Funds

Chris Baker
Director of Business Development, Fidelity Digital Assets

Phoebe Papageorgiou
Vice President, Trust Policy, American Bankers Association

Nick Bertha
Managing Director/ Director of Wealth & Trust Planning, Fieldpoint

Mindy Freedman
Vice President, Direct Indexing Specialist, Fidelity Investments

Hitesh C. Patel, Ph.D.
Senior Portfolio Manager, Head of Direct Indexing, Asset Management Investment Office, PNC Private Bank

Brittany von Czoernig
Vice President, Sales, WealthHub Solutions Inc.

Alvina Lo, Chief Wealth Strategist, Wilmington Trust | M&T Bank Emerald Family Office & Advisory™
Raymond J. Freda, Managing Director, Andersen

Holly Bailey
Senior Vice President and Manager of Global Fiduciary Risk Management, Northern Trust

Martin Jarzebowski
Director of ESG and Responsible Investing, Federated Hermes

David Bridges
Senior Geopolitical and Security Advisor, Fidelity Management and Research Co.

Rob Nichols
President and CEO, American Bankers Association

Jennifer Galvagna
Head of Trust Solutions, Bank of America

Leah Wehinger
Head of Investment Advice and Solutions Group, Truist

MODERATORS:

Scott Welch, CIMA
Chief Investment Officer, Model Portfolios, Wisdom Tree

Joe Pigg
Senior Vice President and Senior Counsel, American Bankers Association

Dave Coffaro
Principal, Strategic Advisory Consulting Group; Interim President & CEO, Members Trust Company

2023 Sponsors

• Anchorage Digital Bank, NA
• Bank of America Private Bank
• Broadridge
• CUSIP Global Services
• Dimensional Fund Advisors
• Envestnet
• Federated Hermes, Inc.
• Fidelity Investments
• FIS
• Hartford Funds
• iM Global Partner
• IntraFi
• InvestEdge
• J.P. Morgan Asset Management, Inc.
• Oakbrook Solutions
• Masttro US
• Personetics Inc.
• Proxytrust
• SS&C Technologies Incorporated
• Stellar Technology Solutions
• Temenos USA Incorporated
• Total Bank Solutions
• T. Rowe Price Investment Management
• Vanguard
• Womble Bond Dickinson