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September 19-20, 2024 - Ritz Carlton, Fort Lauderdale, Florida
This annual conference is designed with the trust and wealth management professional firmly in mind. Not only is it the annual meeting for the FBA Wealth Management Division, but also the timely curriculum will cover topics pertinent to the issues currently challenging the trust and wealth management industry. Attorneys well versed in the legal aspects, industry consultants providing important data and viable strategies, and senior trust and wealth management officers deep in the daily trenches will come together to present topics that will not only help bankers survive but thrive in this economy. General Session topics will include: an Economic Briefing; Panel Discussion on Special Needs Trusts; a Trust & Wealth industry Legal/Litigation Update; Working with RIA’s; International Trust & Foreign Beneficiaries; and more! Who Should Attend? This conference will benefit all trust and wealth management bankers from any sized financial institution. |
CONFERENCE CO-CHAIRS: Candace Marshall Senior Trust Advisor, Vice President, Southeast Division, Wealth & Investment Management, Wells Fargo Bank, N.A. Todd Feintuch EVP, Wealth Management Seacoast Bank |
Hotel
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Ritz-Carlton Fort Lauderdale
1 North Fort Lauderdale Beach Blvd Fort Lauderdale, FL 33304 Book your group rate! Please call the hotel directly to secure your room reservations. Make sure to mention that you are with the Florida Bankers Association Annual Trust Conference to receive the room rate of $309 per night, plus applicable taxes and $30 per room, per night, resort fee. The deadline for reserving your room at this rate is Friday, August 23, 2024, 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. |
Registration
*Non-members are not able to register through the FBA Members Only portal, please fill out and submit a Non-Member Registration Form.
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Sponsorship & Tradeshow Opportunities
Schedule-at-a-Glance
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Wednesday, Sept. 18
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Thursday, Sept. 19
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Friday, Sept. 20
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11:30 am - 2:00 pm
3:00 pm 4:00 pm 6:00 pm |
Trust School Board
Meeting & Lunch Exhibitor Set-up Trust Executive Committee Meeting TEC and Trust School Directors Dinner Location: TBD |
8:00 am-9:00 am
8:00 am-9:00 am 9:00 am-9:30 am 9:30 am-10:30 am 10:30 am-10:45 am 10:45 am-11:45 am 11:45 am-1:30 pm 1:30 pm-2:30 pm 2:30 pm-2:45 pm 2:45 pm-3:45 pm 3:45 pm-4:00 pm 4:00 pm-5:00 pm 5:00 pm-6:00 pm 6:00 pm |
Registration Desk Open
Continental Breakfast Welcome/Introductions General Session #1 Break General Session #2 Awards Luncheon General Session #3 Break General Session #4 Break General Session #5 Reception Dinner on Your Own |
8:00 am-9:00 am
9:00 am-10:00 am 10:00 am-10:30 am 10:30 am-11:30 am 11:30 am |
Breakfast Buffet
General Session #6 Break General Session #7 Closing Remarks |
CE Credits
The Following continuing education credits has been approved for this conference:
The Florida Bar: General: 9 credits; Wills Trust & Estates Certification: 9 credits
CFP Board: 9 CE credits will be granted by CFP Board upon successful completion of the Program.
ABA: 8.5 CFTA credits; 2.5 CCTS credits
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The 65th Annual Trust & Wealth Management Conference has been approved for the above noted credit hours. This statement is not an endorsement of this program or its sponsor.. Certification holders must report these credits at aba.csod.com.
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