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2013 PARTNERS
Platinum Partners

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Gold Partners

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Silver Partners

Accutech

BOK Financial

Davis Kinard & Co, PC

Eaton Vance

Farmers National Company

ING Investment Management

Institutional Trading Services, LLC

Invesco

IPI | Trust Services

MainStreet Advisors

PDS Companies

Proxytrust

Thomson Reuters ONESOURCE Trust Tax

Trust Management Network


Bronze Partners

Fifth Third Bank

Industry Consulting Group, Inc.

 
 
2013 Conference and Other Event Information

2013 Wealth Management & Trust Conference
JW Marriott Hill Country Resort & Spa
March 26-28, 2013
San Antonio, Texas

You can choose the best options for you to benefit from our Conference. We encourage you to take advantage of an inclusive Platinum, Gold or Silver level Partner package to maximize your value. If you do not wish to become a Partner, however, you can still participate by selecting desirable options. Either way, make sure you are represented!


The Event

The Wealth Management & Trust Conference is the once-a-year event for wealth management and trust professionals throughout Texas and neighboring states. It features top-notch speakers and materials, continuing education credit (CTFA, CFP, CLE, CPE) and valuable networking opportunities.


The Location

Just 20 minutes from downtown San Antonio and the airport, the JW Marriott San Antonio Resort and Spa is situated in Texas Hill Country in Cibolo Canyons.


Golf

The TCP San Antonio Golf Course at the JW Marriott Hill Country Resort & Spa provides a great opportunity to kick-off conference activities. In addition to the fun you will have playing alongside industry professionals, several sponsorship opportunities are available to maximize your involvement.


Networking

While the conference will be packed with valuable and entertaining presentations, the on-site meal functions and networking breaks will provide a rare opportunity for attendees to catch-up with long time acquaintances and make new ones. The breakfasts and networking breaks will be held in the exhibit area, while the luncheon and receptions will be enjoyed in separate areas. Everyone appreciates the food and fellowship associated with these events!


Exhibit Hall

Exhibit spaces are 8'x 10' and include a 6' table, drapery, signage and two chairs. Only 38 spaces are available, so reserve your space today! Exhibit space is assigned on a first-come, first-serve basis, with priority given to Partners and sponsors.