Oct 12, 2022 to Oct 14, 2022
The annual Midwest Trust and Wealth Management Conference is a must for wealth management and trust professionals throughout Michigan and our neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CFP, CPE) and valuable networking opportunities, the event is a do-not-miss event. Join us in October!
| OCTOBER 12 | |
| 4:00 p.m. | Exhibitor Set-Up |
| 7:00 p.m. | Welcome Mixer |
| OCTOBER 13 | |
| 8:30 a.m. | Breakfast with Exhibitors – a plated breakfast will be served |
| 9:00 - 10:00 a.m. | Washington Update |
| Tim Keehan, Vice President & Senior Counsel American Bankers Association |
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| 10:00 - 10:50 a.m. | Revisiting the SECURE Act |
| Alicia Cole, CFP®, Senior Manager, Estate Planning Plante Moran, PLLC |
|
| 10:50 - 11:15 a.m. | Break with Exhibitors |
| 11:15 a.m. - Noon | IRA Beneficiary Payout Options |
| Ascensus | |
| Noon | Roundtable Luncheon |
| Exhibitor Introductions continued | |
| 12:50 - 1:40 p.m. | Uniform Power of Attorney Act |
| Alex Mallory McCurdy Wotila & Porteous, PC |
|
| 1:40 - 2:30 p.m. | Value Oriented Investment Philosophies and Strategies |
| Dimensional Fund Advisors | |
| 2:30 - 3:00 p.m. | Refreshment Break with Exhibitors |
| 3:00 - 3:50 p.m. | Intergenerational Wealth Transfer |
| Jean Dunn, CTFA T. Rowe Price |
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| 3:50 - 4:50 p.m. | Help Clients Maximize Their Social Security Benefits |
| Andy Robertson Corporation for Social Security Claiming Strategies Steve Hall Athene Wealth Management |
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| 5:00 - 6:00 p.m. | Reception with Exhibitors |
| OCTOBER 14 | |
| 8:00 - 8:30 a.m. | Continental Breakfast with Exhibitors |
| 8:30 - 9:20 a.m. | Economic Outlook |
| Linda Duessel, CFA, CPA®, CFP® Senior Vice President, Senior Equity Strategist Federated Hermes |
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| 9:20 - 10:10 a.m. | Financial Services Firms Approach to Medicare Guidance |
| Danny Streiff, Director, Business Development Financial Channel, eHealth |
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| 10:10 - 10:40 a.m. | Refreshment Break with Exhibitors |
| 10:40 - 11:30 a.m. | New Trust Cases Terrence G. Quinn, Esq, The TGQ Law Firm |
| 11:30 a.m. | Lunch |
| 12:15 - 1:00 p.m. | The Value of Advice |
| Vanguard | |
| 1:00 – 1:45pm | Unique and Hard to Value Assets |
| Kevin Maas, President of Wealth Management Compliance Alliance™, a division of Pohl Consulting and Training | |
| 1:45 – 2:30pm | Risk Rating Trust Accounts |
| Kevin Maas, President of Wealth Management Compliance Alliance™, a division of Pohl Consulting and Training |
American Bankers Association (ABA) Professional Certifications has approved Midwest Trust and Wealth Management Conference for: 13 CTFA credits.
The Inn at St. John’s
44045 Five Mile Road
Plymouth, MI 48170
Located just 20 minutes north of Detroit Metropolitan Airport.
Please make reservations within our room block at (734) 414-0600 or by visiting www.theinnatstjohns.com.
Please use group code: MT102622A. Our room block cut-off date is: SEPTEMBER 20.
For more information please contact the Michigan Bankers Association, Stephanie Fisher at sfisher@mibankers.com.
