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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.

 
 
Annual Conference

April 23-25, 2014
Omni Mandalay Hotel at Las Colinas

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.

Who Should Attend?
Decision-makers and leaders from throughout the wealth management and trust industry in Texas and neighboring states convene annually for this event.

The conference is a must for:

  • Trust department, trust company and private bank executives
  • Senior trust officers, administrators and wealth advisors
  • Business development officers and future leaders
  • Financial and estate planners
  • Leading industry vendors

Networking
While the conference will be packed with valuable and entertaining presentations, the on-site meal functions, networking breaks, receptions and golf outing will provide a rare opportunity for attendees to catch-up with acquaintances and make new ones.