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Attendance Options | Wealth Management and Trust Conference

  • February 24-26, 2025
  • Manchester Grand Hyatt
  • San Diego, CA
RegisterView Program

The Wealth Management and Trust Conference will offer two distinct ways for bankers to experience the event.

In Person

  1. Access all general sessions and concurrent sessions
  2. Network with solution providers in The Hub
  3. Earn CFTA and CFP continuing education credits

Remote Access

  1. View a livestream of the general sessions on the remote platform (all times are Pacific).
  2. View recorded sessions, both general and concurrent, which will be available on the remote platform within 48 hours of session completion. Sessions are accessible through May 31, 2025.
  3. Earn CFTA continuing education credits.
  4. Please note, concurrent sessions are not available.

For more information on CE credits, click here.

  Attendance Options
  In Person Remote Access
Live General Sessions Yes Yes
Live Concurrent Sessions Yes No
Recorded General Sessions No Yes
Recorded Concurrent Sessions No Yes
Network with Solution Providers in The Hub Yes No
Remote access to Solution Providers’ materials No Yes
CTFA credits Yes, 15 hours Yes, 8 hours
CFP credits Pending No

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