WBA's Trust Conference is an all-encompassing event that concentrates on updating its attendees on new and upcoming changes in regulations, the economy, and overall trust department functions. The conference will kick off at 9:00 a.m. and adjourn at 3:00 p.m. The conference is designed for all those that are involved in trust and estate planning, including trust officers, wealth managers, and trust administrators.
8:30 am - Registration
9:00 am - Welcome
WBA Update and Government Relations Update
Jon Turke, Director – Government Relations, WBA
9:30 am - General Session
Trust Code Update & Trust Administration Panel
Victor Schultz, Prairie Financial Group
Panelists To Be Announced Closer to the Event
10:30 am - Break
10:45 am - General Session
The Effect of Tax Law Changes on Trusts
Megan Mallen, BKD CPAs & Advisors
Dodge Docheff, BKD CPAs & Advisors
11:45 am - Lunch
12:45 pm - General Session
Practice Management: Fees and Fee Compression
Pohl Consulting and Training, Inc.
1:45 pm - Break
2:00 pm - General Session
Investing in Today’s Economy
Tom McKinstry, Chief Investment Officer, MainStreet Advisors
3:00 pm - Adjourn
The 2019 WBA Trust Conference will be held on May 3 at Glacier Canyon Lodge at the Wilderness Resort in Wisconsin Dells.
Registration is $245 per person. WBA Trust Section Members will receive a discounted price of $220. The registration fee includes all conference materials, lunch, and refreshment breaks.