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RIA / Wealth ManagementIn-Person
Midwest Trust and Wealth Management Conference
Michigan Bankers Association
Visit Event Website →About This Event
A must-attend conference featuring top-notch speakers and materials, continuing education credit (9.25 CTFA, 9.0 CFP), and valuable networking opportunities. Presentations cover topics including Uniform Power of Attorney Act, wealth management programs, case law updates, artificial intelligence, irrevocable trusts, SECURE Act 2.0, estate planning, and social security.
Event Details
- Speakers
- 10
- Scope
- Regional - Michigan and neighboring states
- Top Sponsors
- Not clearly listed in page content
Featured Speakers
Merica DobryAnne SchuttDavid SkidmoreMike TropeanoMolly NicolRaquel SportelAmy MorrisseyNora ChathaJay Van GordenRuthann M. Driscoll