Upcoming Meetings & Events

2021 Wealth Management & Trust Conference
September 29 - October 1, 2021

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, MCLE, CPE) and valuable networking opportunities, the event i ....more

Trust and Estate Forum
October 12, 2021

This program offers high-level presentations and discussions on current issues facing leaders in the trust arena. From trust and regulatory developments to staying competitive, this program offers timely content along with continuing education credits and senior-level peer interactions.

Trust Risk Issues and Compliance
October 21, 2021

New regulation and litigation heighten risks for fiduciaries. With an increasingly complex operating environment, your organization needs to stay on top of the latest issues, challenges and approaches to compliance, auditing and risk management. This seminar includes valuable material, presentati ....more