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Attendance Options | Wealth Management and Trust Conference

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 Marketplace
  3. View all recorded sessions on the remote platform through May 31, 2024
  4. Earn CFTA and CFP continuing education credits

Remote Access

  1. View a livestream of the general sessions on the remote platform (all times are Central)
  2. View recorded sessions, both general and concurrent, which will be available on the remote platform within 36 hours of session completion. Sessions are accessible through May 31, 2024
  3. Earn CFTA continuing education credits

PLEASE NOTE: CFP continuing education credits will not be offered for the Remote Access option.

  Attendance Options
  In Person Remote Access
Live General Sessions Yes Yes
Live Concurrent Sessions Yes No
Recorded General Sessions Yes Yes
Recorded Concurrent Sessions Yes Yes
Network with Solution Providers in The Marketplace              Yes No
Remote access to Solution Providers’ materials Yes Yes
CTFA credits Yes Yes
CFP credits Yes No

 

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Keep Me Informed

Get updates on the Wealth Management and Trust Conference as we develop this year's program. Contact Kim Chancy if you have any questions.