OCTOBER 8
1:00 P.M. Tee Times
4:00 P.M. Exhibitor Set-up Open
6:00 P.M. Welcome Mixer
OCTOBER 9
8:00 A.M.
Breakfast with Exhibitors
8:30 – 9:20AM
Power with Purpose: Understanding the Uniform Power of Attorney Act
Merica Dobry, Senior Counsel, WNJ
The Uniform Power of Attorney Act (UPOAA) promotes consistency and legal recognition across states regarding the authority to act on behalf of another in financial and legal matters. This presentation will cover the different types of power of attorney (POA) under the UPOAA, Michigan’s adoption of the Act (effective July 1, 2024) and its key features.
Merica Dobry, Senior Counsel, WNJ
9:25 – 10:20 A.M.
Building a Competitive, Scalable Wealth Management Program
Anne Schutt, VP of Business Development Midwestern Securities Trading Company, LLC
Bank wealth management programs are no longer just a source of non-interest income, but a key deposit defense strategy. Many investment firms are starting to strategically target loans and deposits, and your wealth management program is a major line of defense to better serve your clients and prevent deposit outflow. This session will walk through some of the industry trends impacting banks in the wealth management space, as well as discuss tangible ways to evolve your program to ensure it is competitive with what outside investment firms are offering your customers. It will also discuss ways to make your program scalable so you can continue to grow, while still providing top-notch service to
your clients.
10:20 A.M.
Exhibitor Introductions
10:30 – 11:00 A.M.
Break with Exhibitors
11:00 – 11:50 A.M.
Artificial Intelligence – Understanding
Mike Tropeano, CFA SVP, Client Engagement and Practice Management Fi-Tek
We have moved past the hype and are at the point where Artificial Intelligence (AI) will have a significant impact on Wealth Trust firms. Celent reported that 62% of wealth managers
in the US are either in production, piloting, experimenting or exploring use cases with generative AI. This is not limited to large firms with 50% of firms between $1B – $20B doing
something related to AI. During this session, we will share the latest research on AI, define how AI can positively impact your organization, provide an overview of the challenges and
provide actionable insights to move your firm forward.
11:50 A.M.
Exhibitor Introductions Continued
NOON
Lunch
1:00 – 2:00 P.M.
Case Law Update
2:00 – 2:50 P.M.
Building Lasting Legacies: The Potential Role of Irrevocable Trusts in Estate and Asset Planning
Molly Nicol, Associate and Raquel Sportel, Associate, WNJ
This presentation will cover key features of irrevocable trusts, including their tax benefits and explain why they are an important tool in estate planning and asset protection. This
presentation will highlight various types of irrevocable trusts, along with the potential advantages and disadvantages of their use.
2:50 – 3:15 P.M.
Refreshment Break with Exhibitors
3:15 – 4:00 P.M.
Secure Act 2.0 Refresh
These changes to the retirement savings rules require wide ranging changes to the plan provisions and administrative procedures for all qualified retirement plans.
• Benefits and Drawbacks of the Legislation
• Major Implications for Qualified Retirement Plans
4:00 – 4:45PM
Estate Planning in the Digital Era
Nora Chatha, Member, Eckert Seamans Cherin & Mellott, LLC
Your digital assets include everything from your social media accounts to credit card accounts to cryptocurrency keys. Password protection and terms-of-service agreements
can make it difficult for loved ones to access accounts. Learn how you can help your clients organize digital assets
4:45 – 5:30 P.M.
Reception with Exhibitors
ENJOY DINNER ON YOUR OWN
OCTOBER 10
8:00 - 8:30 A.M.
Continental Breakfast with Exhibitors
8:30 – 9:20 A.M.
Land, Energy and Specialty Assets
Jay Van Gorden, AFM Principal Real Estate Broker/Ohio Farmers National Company
• Midwest Land Values and Trends
• Farmland Stewardship and risk management
• Energy Asset management
• Ag Economy and Trends affecting landowners
9:20 – 10:15 A.M.
What Estate Planners Should Know about Social Security
Ruthann M. Driscoll, JD, CFP, CLU, RICP Driscoll Law LLC
• Social Security: Is there anything left to Discuss?
• Why You Should Care about Social Security
Benefits in Retirement
• Understanding Social Security
• Social Security and Women: What you
Need to Know
• Estate Planning: It’s not just for the
Rich and Famous
• What you Need to Know about Medicare
