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