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. 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
Agenda
Location:
St. John’s Resort
44045 Five Mile Road
Plymouth, MI 48170
St. John’s Resort is just 20 minutes north of Detroit Metropolitan Airport, 30 minutes from downtown Detroit, and 15 minutes from Ann Arbor. Make reservations within our room block at (734) 414-0600 or by visiting Michigan Banker’s Association
Direct Booking Link. Please contact
Stephanie Fisher to sponsor or exhibit.
•Folks Who Are Low-Wealth Also Need Wealth Advisers
•Healing ‘Pain Points’ for Multi-generational Family Businesses
Webinars
Financial Exploitation Prevention Act
Webinar Series (recording is available)
Topics include: Identifying Financial Exploitation, Money Safety for Seniors, Elder Abuse Task Force Overview
Elder Financial Exploitation - An ABA Frontline Compliance Training Course — Free to ABA Members
Explains the forms of financial exploitation and how to recognize telemarketing schemes and online financial abuse. Explores the characteristics of seniors that make them targets of financial abuse. Analyzes the state and federal laws concerning elder financial abuse and how banks play a significant role in recognizing victimized seniors.
Paying Caregivers and Employees from a Trust - Free to MBA members
Resources
- Safe Banking for Seniors
- Older Americans Benchmarking Survey
- Protecting Seniors Guide
- Infographics
- Elder Financial Exploitation Prevention Training
- Elder Finance Resource Page
Conferences and Schools
ABA Trust and Wealth Management Webinars (select member)
ABA Wealth and Trust School
ABA Wealth and Trust School - Advanced