February 26 – March 1, 2017
The Trust Advisors Forum, offered exclusively by the Trust Education Foundation, Inc. is a four-day educational program for wealth management and trust professionals.
Each year, hundreds of representatives from trust, broker dealer, financial planning, accounting, and legal firms gather at the conference to share information, issues and ideas.
The Forum focuses on innovation, client expectations and regulatory challenges in the financial sector. It also offers continuing education credits and exceptional networking opportunities.
Join your colleagues in 2018
Planning is already under way for the 27th Annual Trust Advisors Forum, which will be held February 25-28, 2018.
The program will cover estate and financial planning, taxation, fiduciary law, compliance issues, market outlooks and business development strategies — all presented by many of the leading experts in their fields.
Sign up for TEF e-mail updates to receive advance notice on the 2017 Forum events and registration.
2017 Speaker Presentations