October 16-18, 2017 | The Saratoga Hilton, Saratoga Springs
Positioning Your Firm for Growth! Join leading experts and your New York colleagues to discuss ways to position your firm for growth over the coming years. Think strategically about the wealth management business and how to partner and problem solve with clients to advance relationships.
The 71st Annual Trust & Investment Conference will draw trust, investment and wealth management professionals from banks and trust companies throughout New York State, as well as industry vendors, attorneys and investment advisers. We look forward to seeing you.
∗Wealth Management Industry 2020: Strategies to Grow the Business
∗Forging Effective Client Partnerships: Build Client Trust…Win Client Business
∗Federal and State Regulatory & Legislative Updates
∗Active vs. Passive Investing: Translating the Debate for Clients
∗Elder Financial Abuse: Lessons Learned
∗Working with Co-Trustees, Beneficiaries and Grantors
∗Growing the Business: Supplemental Needs Trusts and Life Insurance Trusts
∗Social Impact Investing: Round Two
Note: Hotel room block will be released on September 21. Make your reservations now!
Approved credits: 9.75 CTFA; 7.0 CFP; 9.5 CPE