8:00 am – 9:00 am
Continental Breakfast 9:00 am-10:30 am SESSION 1: Economic Update
10:30 am-10:45 am Break 10:45 am-11:45 am SESSION 2: Special Needs Trusts Panel Discussion
11:45 am-1:30 pm Awards Luncheon 1:30 pm-2:30 pm SESSION 3: Working with International Trusts & Beneficiaries
2:30 pm-2:45 pm Break 2:45 pm-3:45 pm SESSION 4: Legal & Litigation Updates
3:45 pm-4:00 pm Break 4:00 pm-5:00 pm SESSION 5: Trust Regulatory Panel Discussion
5:00 pm-6:00 pm Networking Reception 6:00 pm Dinner on Your Own |
CONFERENCE EMCEE: Mark Parthemer, Chief Wealth Strategist and Regional Director of Florida | Managing Director, The Glenmede Trust Company, NA |
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