2017 Wealth Management & Trust Conference
Westin, Houston Memorial City
March 29-31, 2017
You can choose the best options for you to benefit from our Conference. We encourage you to take advantage of an inclusive Platinum, Gold or Silver level Partner package to maximize your value. If you do not wish to become a Partner, however, you can still participate by selecting desirable options. Either way, make sure you are represented!
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.
Explore the city of Houston at The Westin Houston, Memorial City, ranked #7 on the 2014 U.S. News & World Report list of Best Houston Hotels. As the only hotel connected to remarkable shopping at the Memorial City Mall, the Westin is conveniently situated near CityCentre, the Energy Corridor District and the Westchase District and offers the ultimate in comfort and relaxation.
Our annual Top Golf tournament provides a great opportunity to kick-off conference activities. In addition to the fun you will have playing alongside industry professionals, several sponsorship opportunities are available to maximize your involvement.
While the conference will be packed with valuable and entertaining presentations, the on-site meal functions and networking breaks will provide a rare opportunity for attendees to catch-up with long time acquaintances and make new ones. The breakfasts and networking breaks will be held in the exhibit area, while the luncheon and receptions will be enjoyed in separate areas. Everyone appreciates the food and fellowship associated with these events!
Exhibit spaces are 8'x 10' and include a 6' table, drapery, signage and two chairs. Only 39 spaces are available, so reserve your space today! Exhibit space is assigned on a first-come, first-serve basis, with priority given to Partners and sponsors.