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Archive for: Wealth Management

Wealth Management / Trust Trust Banking, Wealth Management

Midwest Trust and Wealth Management Conference

Hosted by the Michigan Bankers Association, in partnership with WBA and several other state bankers associations, the annual Midwest Trust and Wealth Management Conference is a must for wealth management and trust professionals throughout Michigan and our neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CFP, CPE) and valuable networking opportunities, the event is a do-not-miss event.

Conference Agenda:

(subject to change, refer to the Michigan Bankers Association website for more details and online registration)

OCTOBER 11

6:00 p.m. Welcome Reception

OCTOBER 12

8:00 a.m. Breakfast with Exhibitors

8:30–9:20 a.m. Washington Update
Tim Keehan, vice president – fiduciary trust & investments, American Bankers Association

9:30–10:20 a.m. SECURE Act 2.0
Alicia Cole, CFP®, senior manager – estate planning, Plante Moran, PLLC

10:20 a.m. Exhibitor Introductions

10:30–11:00 a.m. Break with Exhibitors

11:00 a.m.–12:10 p.m.  Trust Examiner Panel
Jeff VanNoord, senior trust examiner, FDIC; Clare Rosati, bank examiner and national trust bank team, OCC; Zach Ball, supervisory examiner – trust activities, DIFS; Mary Wasek, lead risk management specialist, supervision and regulation, Federal Reserve Bank of Chicago
Moderator: Bruce Ohland, regional supervisor – trust activities, DIFS

12:10 p.m. Exhibitor Introductions continued and Lunch

1:10–2:00 p.m. Economic Update
Gary Wolfram, William Simon professor of economics and public policy – director of economics, Hillsdale College

2:10–3:00 p.m. Special Needs Trust
Amy Tripp, attorney, Chalgian and Tripp

3:00–3:30 p.m. Refreshment Break with Exhibitors

3:30–4:20 p.m. Staying up to Date on Technology/Digital Assets
Mike Tropeano, CFA, AIF, senior director, Broadridge Financial Consulting

4:30 p.m. Reception with Exhibitors

OCTOBER 13

8:00–8:30 a.m. Continental Breakfast with Exhibitors

8:30–9:20 a.m. All things HSAs!
Ascensus

9:20–10:20 a.m. New Trust Cases
Terrence G. Quinn, Esq, The TGQ Law Firm

10:20–10:40 a.m. Refreshment Break with Exhibitors

10:40–11:30 a.m. The Family Dynamics of Intergenerational Wealth
Vanguard

11:30 a.m. Adjourn

This conference is beneficial 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

Registration Details:

Registration for this conference is being managed by the Michigan Bankers Association. Clicking the “Register Online” button will take you to the MIBA registration site. WBA members are welcome to register at the member rate.

The registration fee of $495/attendee includes conference registration, materials, and provided meals. Discounted pricing is available for banks sending two or more attendees. One Day Only registration passes are also available.

Conference Location:

St. John’s Resort
44045 Five Mile Road
Plymouth, MI 48170

St. John’s Resort is just 20 minutes north of Detroit Metropolitan Airport, 30 minutes from downtown Detroit, and 15 minutes from Ann Arbor.

August 1, 2023/by Lori Kalscheuer
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Lori Kalscheuer https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Lori Kalscheuer2023-08-01 15:11:162023-08-04 10:50:16Midwest Trust and Wealth Management Conference
Bank Management, Business Bankers, Compliance, In Person, Supervisior, Training and Development, Wealth Management / Trust Bank Managers, Compliance, Strategic Planning, Wealth Management

WBA Family-Owned and Closely Held Bank Strategic Retreat

Presented by the Wisconsin Bankers Association, the Illinois Bankers Association, and Godfrey & Kahn, S.C.

This Strategic Retreat is designed to address the unique challenges and opportunities faced by family-owned or closely held banks. Timely educational content will be combined with plenty of networking, so that you can walk away with action items and strategies to bring back to your bank.

Led by an advisory board of bankers with ownership and/or management responsibilities, the retreat will feature up-to-date information in the following areas:

  • Peer-to-peer networking
  • Recent family-driven planning & transactions
  • Estate planning and related regulatory issues
  • Valuation trends
  • Tools for wealth planning

Banker Registration Information:

The registration fee for bank attendees is $245/attendee, including all conference materials, meals, and refreshment breaks. Spouses and non-banker guests can register for $150/guest to join all the meal functions.

Associate Member Registration:

Associate members who are interested in attending this event are invited to register as a sponsor at $1,500. Please contact Nick Loppnow with any questions.

June 14, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-06-14 11:33:542023-06-14 11:33:54WBA Family-Owned and Closely Held Bank Strategic Retreat

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