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Event Details

Event Registration - Advanced Trust & Portfolio Management Forum

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Start Date:
Thursday, October 26, 2017
End Date:
Friday, October 27, 2017
Time:
9:00 AM - 12:00 PM Central Daylight Time
Description:This event is designed for experienced wealth management and trust professionals. It offers valuable continuing education on a broad range of timely topics in an efficient, cost-effective format. The setting encourages questions and discussion, while the breaks offer the benefits of peer networking.

Download Registration Form

Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391.

TRST

ScheduleThursday, October 26th

9:00 - 10:00 a.m.
DOL Proposed Extension - How to Prepare & What to Avoid
Kevin Maas, Pohl Consulting and Training, Inc.


10:00 - 10:15 a.m. Break
10:15 - 11:15 a.m.
Economic Analysis
Ed Skelton, Federal Reserve Bank of Dallas

11:15 - 12:15 p.m.
Fiduciary Income Tax
John Round, Strasburger & Price, LLP

12:15 - 1:15 p.m.
Lunch

1:15 - 2:15 p.m.
Alternate Investments
Tom Tull, Employees Retirement Systems of Texas

2:15 - 2:30 p.m.
Break

2:30 - 3:45 p.m.
Legislative Update on Power of Attorney & Elder Abuse
David Johnson, Winstead PC
3:45 - 4:00 p.m.
Break

4:00 - 5:00p.m.
Passive vs Active Investments
Brian Scott, Vanguard

Friday, October 27th
9:00 - 10:00 a.m.
Generation Skipping Tax
Mark Comuzzie, Jackson Walker LLP

10:00 - 10:15 a.m.
Break

10:15 - 11:45 a.m.
Educating Future Generations
Brittyn Russell Brender & Jeff Strese, Tolleson Private Bank
Address:
Eilan Hotel and Spa
18603 La Cantera Terrace
San Antonio, TX 78256
(210) 598-2900
HotelThis year's event will take place at the captivating, Tuscan- inspired, Eilan Hotel & Spa. Just steps away from the most exclusive shopping, dining and entertainment districts of San Antonio, the hotel is conveniently located in the foothills of the Texas hill country and 20 minutes from the San Antonio airport. Hotel reservation may be secured at a discounted rate of $189 by calling the Reservation Department at (855) 257-3040 and mentioning the "Texas Bankers Association Advanced Trust Forum" before Friday, October 6, 2017.
Registration is closed.