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Event Registration - 2018 Wealth Management & Trust Conference

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Start Date:
Tuesday, March 27, 2018
End Date:
Thursday, March 29, 2018
Description:The annual Wealth Management & Trust Conference is a must for wealth management and trust professionals throughout Texas and neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CLE, CPE) and valuable networking opportunities, the event is worth every penny.

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Questions: Contact at (512) 472-7391.

TRST

ScheduleTUESDAY, MARCH 27

12:00 - 5:30 p.m.
Golf Tournament

8:00 -9:30 p.m.
Chairman's Dessert Reception

WEDNESDAY, MARCH 28

8:00 a.m.
Registration Opens

8:00 - 9:00 a.m.
Continental Breakfast with Exhibitors and Exhibit Hall Grand Opening

9:00 - 9:10 a.m.
Welcoming Remarks

9:10 - 10:20 a.m.
ENTRUSTED: BUILDING A LEGACY THAT LASTS

David York, York Howell & Guymon

10:20 - 10:50 a.m.
Networking Break with Exhibitors

10:50 - 12:00 p.m.
ECONOMIC UPDATE

Mark Dotzour

12:00 - 1:30 p.m.
Networking Luncheon with Presentation

CYBERSECURITY CHALLENGES

Starnes Walker, University of Delaware Cybersecurity Initiative

1:30 - 2:30 p.m.
ESTATE PLANNING & TAX IMPLICATIONS

Thomas Abendroth, Schiff Hardin

2:30 - 3:00 p.m.
Networking Break with Exhibitors

3:00 - 4:00 p.m.
INTERNATIONAL PLANNING & TRUSTS

Lindsay Martin, J.P. Morgan Private Bank

4:00 - 5:10 p.m.
FIDUCIARY LITIGATION UPDATE, ETHICS

Sean Murphy, McGuire Woods

6:00 - 7:30 p.m.
Taste of Texas Networking Reception

THURSDAY, MARCH 29

7:45 - 8:45 a.m.
Networking Breakfast with Exhibitors and Prize Drawings

8:45 - 10:00 a.m.
PERSONAL BRAND

John Daly, The University of Texas at Austin, McCombs School of Business

10:00 - 10:30 a.m.
Networking Break with Exhibitors and Grand Prize Drawings

10:30- 10:45 a.m.
Leadership Transition

10:45 - 11:50 a.m.
LEGAL AND REGULATORY UPDATE

Eugene Maloney, Federated Investors

11:50 - 11:55 a.m.
Concluding Remarks
Address:
The Westin Stonebriar Hotel and Golf Club
1549 Legacy Dr
Frisco, TX 75034
(972) 668-8000
HotelEnjoy a scenic retreat in the heart of North Texas at The Westin Stonebriar Hotel & Golf Club. This AAA Four-Diamond hotel boasts an 18-hole championship golf course, a 200-foot lagoon-style swimming pool, and three refined yet relaxed restaurants. The hotel is conveniently located 18 miles from DFW airport at 1549 Legacy Drive, Frisco, TX 75034.

A block of rooms is available at the special conference rate of $189. This special rate is only available until 5 p.m. on March 5. Conference room blocks have sold out in recent years, so don't risk your accommodations! Reserve your room as soon as possible by calling (972) 668-8000 and mentioning the Texas Bankers Association or copy and paste the following link into a web browser: https://www.starwoodmeeting.com/events/start.action?id=1706277662&key=1747A220.
ExhibitorsWhether you are interested in an inclusive Partner package, a la carte sponsorship, exhibitor or advertising options, or Associate Membership, access the following links for more information and your registration form. Most options are first come, first served with priority given to Partners, so don't delay! If you have questions about Partner packages, a la carte options or the best fit for you, please contact Ashlee Bennett at ashlee@texasbankers.com or (512) 472-7391.
Registration is closed.