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2010 PARTNERS
Platinum Partners

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Gold Partners

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Silver Partners

AccuTech Systems Corporation

Charles Schwab Advisor Services

INFOVISA

Invesco AIM

Matrix Financial Solutions

MSN HomeCare (a Division of Medical Staffing Network, Inc.)

Wright Investors' Service


Bronze Partners

Harding & Carbone, Inc.

Industry Consulting Group, Inc.

South Texas Money Management, Ltd.

Weller, Anderson, & Co., Ltd.

 
 
Annual Conference

March 16-18, 2011 San Antonio, Texas
La Cantera Resort

The Event
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, along with 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 not too big to be impersonal, but plenty big to accommodate quality information-sharing and networking.

The conference is a must for:

  • Trust department and trust company executives
  • Senior trust officers and administrators
  • Wealth management officers
  • Financial planners and investment managers
  • Estate planners and CPAs
  • Leading industry vendors

Networking
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 established acquaintances and make new ones. The two breakfasts and three networking breaks will be held in the exhibit area, while the luncheon will be enjoyed in a separate area.