Elevate Your Practice: Where Trust, Wealth & Legal Expertise Meet
Join top minds in banking, law, and wealth management for two impactful days of advanced learning at Florida’s leading trust and wealth conference. Designed for trust officers, estate planning attorneys, RPPTL members, financial advisors, RIAs, and trust department leaders, this event delivers strategic insights and real-world solutions to today’s most complex industry challenges.
Join top minds in banking, law, and wealth management for two impactful days of advanced learning at Florida’s leading trust and wealth conference. Designed for trust officers, estate planning attorneys, RPPTL members, financial advisors, RIAs, and trust department leaders, this event delivers strategic insights and real-world solutions to today’s most complex industry challenges.
Who Should Attend?
Designed for professionals navigating today’s evolving trust and wealth landscape, this conference delivers timely insights you can immediately apply. Gain expert perspectives on economic trends, AI tools for the trust industry, and key legislative and regulatory developments impacting your business. Dive into practical sessions on Florida trust statutes, community property trusts, estate and gift tax audits, and emerging policy topics—including trust legislation and regulatory oversight from federal agencies. Connect with peers, exchange ideas, and strengthen your strategy through networking opportunities and industry-led discussions.
|
|
Continuing Education Credits for 2026
For the past few years, trust professionals seeking various certification holders have had the opportunity to earn continuing education credits toward maintaining their certifications.
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The 67th Annual Florida Trust & Wealth Management Conference (2026) has been approved for continuing education credits by ABA for 9.0 CFTA, 4.5 CRCM, 3.75 CERP
This statement is not an endorsement of this program or its sponsor. Certified professionals will report these credits at aba.csod.com.
The Florida Bar Board of Legal Specialization and Education
The 67th Annual Florida Trust & Wealth Management Conference (2026) has been approved for:
CLE: 9.0 General and 1.0 Technology
Certification Credits: 9.0 Wills, Trust & Estates; 1.0 Tax Law; and 9.0 Business Litigation
FBA will provide the reference course number for Florida Bar members to report their CLE credits online using the Member Portal at www.floridabar.org.
The CFP Board
The CFP Board has accepted 2026 Florida Trust & Wealth Management Conference Sessions, and will grant a total of 6.5 CFP credits upon successful completion of the program.
Attendees must provide their CFP Board ID number and complete an evaluation on-site for FBA to submit for credits to the CFP Board.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
This statement is not an endorsement of this program or its sponsor. Certified professionals will report these credits at aba.csod.com.
The Florida Bar Board of Legal Specialization and Education
The 67th Annual Florida Trust & Wealth Management Conference (2026) has been approved for:
CLE: 9.0 General and 1.0 Technology
Certification Credits: 9.0 Wills, Trust & Estates; 1.0 Tax Law; and 9.0 Business Litigation
FBA will provide the reference course number for Florida Bar members to report their CLE credits online using the Member Portal at www.floridabar.org.
The CFP Board
The CFP Board has accepted 2026 Florida Trust & Wealth Management Conference Sessions, and will grant a total of 6.5 CFP credits upon successful completion of the program.
Attendees must provide their CFP Board ID number and complete an evaluation on-site for FBA to submit for credits to the CFP Board.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Hotel Information
|
|
Renaissance Orlando at SeaWorld
6677 Sea Harbor Drive, Orlando, FL (407) 351-5555 Room rate is $259 ++ Book you room online Cut-off date for the block is Monday, September 07, 2026. Please call the hotel directly to secure your room reservations. Make sure to mention that you are with the FBA's Trust & Wealth Management Conference to receive the room rate of $259++ per night, plus applicable taxes. The deadline for reserving your room at this rate is September 7th, 2026, or when no more rooms are available. Any reservations requests made after that date will be accepted on a space and rate available basis. Please note, you must make your own reservations with the hotel as registering for the event through the FBA does not include a room reservation. |
Sponsorship & Tradeshow Opportunities
|
Thank You to Our Sponsors
Premier Sponsors
|
|
Leadership Sponsor
Partner Sponsors
|
|
|
|
Exhibitor
|
|
|
|
Event Contact