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RIA / Wealth ManagementIn-Person
Trust & Wealth Management Conference
Florida Bankers Association
About This Event
A two-day advanced learning conference for trust officers, estate planning attorneys, financial advisors, and trust department leaders. Featuring strategic insights and real-world solutions to complex industry challenges in banking, law, and wealth management.
Location
Event Details
- Scope
- Regional (Florida)
Featured Speakers
Alicia Levine (BNY Wealth)Jordan Chisolm (Cozen O'Connor)Ian Goldberger (Kaufman Rossin)Todd Feintuch (Seacoast Bank)Thomas Belcher (FDIC)Marcey Hoelting (OCC)Gus Mueller (FRB)David Proano (OFR)Mariah Rodriguez (BDO, USA)