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 event brochure PDF for more details and registration instructions)
OCTOBER 16
1:00 p.m. Tee Times Available (Optional)
7:00 p.m. Welcome Mixer
OCTOBER 17
8:00 a.m. Breakfast with Exhibitors
8:30–9:20 a.m. 2024 Corporate Transparency Act
Patrick Alyward, Trustworthy Consultants LLC
9:30–10:20 a.m. Economic Update
Steve Chiavarone, Federated
10:20 a.m. Exhibitor Introductions
10:30–11:00 a.m. Break with Exhibitors
11:00 – 11:50 a.m. Real Estate in Trusts
Mark Harder, Warner Norcross + Judd
11:50 a.m. – 1:00 p.m. Exhibitor Introductions continued and Lunch
1:00–1:50 p.m. Case Law Update
David Skidmore, Warner Norcross + Judd
1:50 –2:40 p.m. Planning for Uncertainty: Modifying Trusts
Douglas A. Mielock, Foster Swift Collings & Smith PC
2:40–3:00 p.m. Refreshment Break with Exhibitors
3:00 – 3:50 p.m. Broker/Trust Panel Discussion
3:50 – 4:30 p.m. Tax Structures to Protect and Preserve Wealth
George Grzywacz, CPA, JD, Doeren Mayheew
4:30 p.m. Reception with Exhibitors
OCTOBER 18
8:00–8:30 a.m. Continental Breakfast with Exhibitors
8:30–9:20 a.m. Pricing Wealth Management – Enhance Revenue and Maximize Client Retention
Mike Dixon, Pohl Consulting and Training, Inc.
9:20–10:10 a.m. Estate Settlement
Rachel Mortensen, CTFA, Senior Estate Settlement Associate, and Alexandria Solis-Mullen, J.D., CTFA, Senior Estate Settlement Officer, Greenleaf Trust
10:10–11:00 a.m. Navigating Unique and Hard to Value Assets
Jeffrey S. Kropschot, CTCP, Kropschot Consulting Partners, LLC
11:00 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 $595/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. Registration fees increase after October 2.
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.
