2020 has brought an abundance of changes. Our speakers introduce you to new trends and re-imagined frameworks for your trust and wealth management operations. While we understand that some of you are not permitted to travel, as originally planned, we are now offering the conference virtually.  We are committed to providing continuing education for both CTFA and CFP: 

American Bankers Association (ABA) Professional Certifications has approved "Midwest Trust and Wealth Management Conference " for: CTFA 10 CE credits. ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. This statement is not an endorsement of this program or its sponsor. Attendees will self-submit credit to their Certification Dashboard record.  Certified Financial Planner Board of Standards, Inc. has issued the Midwest Trust and Wealth Management Conference (Program ID: 274639) 9.00 hours.

We have spread the conference over three half days to better accommodate a virtual format.  View Agenda. 

We look forward to connecting in October!  Sponsor Opportunities.

ABA’s wealth management and trust online training helps bankers develop and deepen those client relationships through a relevant and flexible curriculum. Banks will benefit as well-trained trust professionals attract and retain satisfied clients, providing the information, advice and education clients need.  View more information.  Enrollment Form.

ABA Trust and Wealth Management Briefings (select member)

ABA Trust Conference

ABA Trust School

Cannon Trust School

Trust Banks

CompanyWebsiteCityState Province
Credit Union Trust Farmington HillsMI34418
Greenleaf Trustwww.greenleaftrust.comKalamazooMI8501
Hantz Trustwww.hantzgroup.comSouthfieldMI35817
Legacy Trustwww.legacygr.comGrand RapidsMI4088
Plante Moran Trustwww.pmtrust.comSouthfieldMI1187
The Connable Office, Inc. KalamazooMI16626
Tri-Star Trust Bankwww.tristartrust.comSaginawMI1300