Oct 11, 2023 to Oct 13, 2023
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 11 | |
| 4:00 p.m. | Exhibitor Set-Up |
| 6:00 p.m. | Welcome Reception |
| OCTOBER 12 | |
| 8:00 a.m. | Breakfast with Exhibitors – a plated breakfast will be served |
| 8:30 - 9:20 a.m. | Washington Update |
| Tim Keehan, Vice President & Senior Counsel American Bankers Association |
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| 9:30 - 10:20 a.m. | SECURE Act 2.0 |
| Alicia Cole, CFP®, Senior Manager, Estate Planning Plante Moran, PLLC |
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| 10:30 - 11:00 a.m. | Break with Exhibitors |
| 11:00 a.m. - 12:10 p.m. | Trust Examiner Panel |
| Jeff VanNoord, Senior Trust Examiner, FDIC; Clare Rosati,Bank Examiner and National Trust Bank Team, OCC; Zach Ball, Supervisory Examiner, Trust Activities, DIFS; Mary Wasek, Lead Risk Management Specialist, Supervision and Regulation Federal Reserve Bank of ChicagoModerator: Bruce Ohland, Regional Supervisor – Trust Activities, DIFS | |
| Noon | Luncheon |
| Exhibitor Introductions continued | |
| 1:10 - 2:00 p.m. | Economic Update |
| Gary Wolfram, William Simon Professor of Economics and Public Policy, Director of Economics, Hillsdale College | |
| 2:10 - 3:00 p.m. | Special Needs Trust |
| Amy Tripp, Attorney, Chalgian and Tripp | |
| 3:00 - 3:30 p.m. | Refreshment Break with Exhibitors |
| 3:30 - 4:20 p.m. | Staying Up to Date On Technology/Digital Assets |
| Mike Tropeano, CFA, AIF, Senior Director, Broadridge Financial Consulting | |
| 4:30 p.m. | Reception with Exhibitors |
| OCTOBER 13 | |
| 8:00 - 8:30 a.m. | Continental Breakfast with Exhibitors |
| 8:30 - 9:20 a.m. | All Things HSAs! |
| Ascensus | |
| 9:20 - 10:20 a.m. | New Trust Cases |
| Terrence G. Quinn, Esq, The TGQ Law Firm | |
| 10:20 - 10:40 a.m. | Refreshment Break with Exhibitors |
| 10:40 - 11:30 a.m. | The Family Dynamics of Intergenerational Wealth |
| Vanguard | |
| 11:30 a.m. | Adjourn |
OBL, MBA, IBA, WBA - $495
Two or More (per person) - $395
One Day Only - $295
There will be additional charges for those who register after September 29, 2023.
ACCOMMODATIONS
St. John’s Resort
44045 Five Mile Road
Plymouth, MI 48170
The Saint John’s Resort is just 20 minutes north of Detroit Metropolitan Airport, 30 minutes from downtown Detroit, and 15 minutes from Ann Arbor. Please make reservations within our room block at (734) 414-0600 or by visiting www.saintjohnsresort.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.