Program | Wealth Management and Trust Conference

8:00 AM – 5:30 PM

Registration

9:00 AM – 9:30 AM

Breakfast & Networking in The Hub
Enjoy breakfast, networking, and time with our partner network.

9:30 AM – 11:00 AM

General Session

11:00 AM – 11:20 AM

Network in The Hub and move to your next session.

11:30 AM – 12:30 PM

Advanced Estate Planning Strategies with a Side of TCJA Sunset!

Learn how to incorporate more advanced planning tools into your business. We will cover hot topics including Grantor Retained Annuity Trusts (GRATs), Dynasty Trusts, Intentionally Defective Grantor Trusts (IDGTs), Domestic Asset Protection Trusts (DAPTs), Qualified Domestic Trusts (QDOTs) and Incomplete (Gift) Non-Grantor Trusts (INGs). The prospective sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025 will also be addressed.

• Nicholas Bertha, President, Fieldpoint Private Trust, LLC

Safeguarding Success: Tailored Protection Planning Solutions for the Wealthy

As an advisor, it is important to understand every aspect of your client’s portfolio to maintain their business and insulate your own from competitors. In this session, we will cover the different timely protection planning concepts that may arise with high-net-worth individuals, and some of the tools you can use to mitigate those concerns so you will be prepared for any situation that arises.

• David Coggins, Vice President of Financial Institutions, Ash Brokerage

12:45 PM – 1:45 PM

Wealth Tech Talks and Networking in The Hub
Lunch will start at 12:45 p.m. The Wealth Tech Talks will begin at 1:00 p.m.

1:45 PM – 2:45 PM

Ensuring Compliance: Wealth Management and the Corporate Transparency Act

This session will help you navigate and understand the requirements of the Corporate Transparency Act, which has left our industry with questions, confusion and more work since it was enacted in January 2024. We’ll look at how wealth managers can comply with this new law while better serving their clients, protecting their business and upholding the highest standards of professional conduct.

• Megan L. Jones, Partner, Pillsbury

2:45 PM – 3:00 PM

Move between sessions.

3:00 PM – 4:00 PM

You Have a Client Who’s Not a U.S. Citizen. Now What?

The world of wealth management is becoming more global with increased mobility and investment options. Planning for a client who’s not a U.S. citizen can be a new experience. Different sets of tax rules govern non-resident aliens and there are plenty of traps — and many planning opportunities. This session offers the basics to help you avoid common mistakes and potentially bring significant value to these clients.

• Alvina Lo, Chief Wealth Strategist, Wilmington Trust

Concurrent Session
Session info coming soon.

4:00 PM – 4:20 PM

Move between sessions and networking in The Hub.

4:20 PM – 5:30 PM

General Session

5:30 PM – 6:30 PM

Reception in The Hub

7:30 AM – 5:30 PM

Registration

8:00 AM – 8:30 AM

Power Breakfasts

8:15 AM – 8:45 AM

Breakfast and Networking in The Hub

8:45 AM – 10:15 AM

General Session

10:15 AM – 10:45 AM

Break in The Hub

10:45 AM – 11:45 AM

Concurrent Sessions
Session info coming soon.

11:45 AM – 12:45 PM

Move between sessions, Networking and Lunch in The Hub.

12:45 PM – 1:45 PM

Lunch/General Session

Buying Signs

Financial advisors have a limited number of opportunities to meet with prospects so they must make the most of each meeting. Bill Acheson’s Buying Signs program presents effective tools for using body language to connect with prospects and earn their trust. Remember, “They have to buy you, as a person, before they will agree to buy anything from you.”

• Bill Acheson, Keynote Speaker, Body Language Expert

2:00 – 3:00 PM

Move between sessions and networking in The Hub

2:00 – 3:00 PM

Concurrent Session – Regulatory Update

It’s a new year with a new administration. Join us for a conversation with the Office of the Comptroller of the Currency and a banker that will cover changes in the regulatory space. Learn more about the OCC’s top priorities and how this relates to your business.

• Phoebe A. Papageorgiou, Asset Management Policy, Office of the Comptroller of the Currency
• Christian D. Beyers, Senior Vice President, Truist Wealth Governance & Controls Office – Fiduciary/Investments/Planning, Truist Investment Services, Inc./ Truist Advisory Services, Inc. Regulator Panel

3:00 PM – 3:30 PM

Dessert in The Hub

3:30 PM – 4:45 PM

General Session

5:00 PM – 6:15 PM

Networking Reception (outdoor space)

7:30 AM – 11:30 AM

Registration

8:00 AM – 8:30 AM

Power Breakfasts

8:00 AM – 8:30 AM

Breakfast

8:45 AM – 9:45 AM

The Great Wealth Transfer and Navigating Estate Settlements

Over the next 20 years, the “Great Wealth Transfer” is expected to shift more than $84 billion worldwide from the boomer generation to younger generations. This session will look at the drivers of this phenomenon, the effects on estate planning and administration, implications for heirs and how to prepare yourself and your clients for a smooth transition of wealth. We’ll explore best practices for estate settlement and challenges facing heirs and executors, such as legal complexities and family dynamics.

• Kent Lytle, Senior Vice President and Fiduciary Executive (Retired), SunTrust Bank
• David Garten, Senior Vice President and National Practice Leader for Northern Trust's Estate Settlement Services, Northern Trust

Not All High Yield is Junk (It's a market of bonds, not a bond market)

Thanks to the outsize influence of Moody’s and S&P, many investors have a simplistic view of the bond market: Investment grade is safe and high yield is risky. This session will explain why this view is fundamentally flawed and the limitations of using a single approach to define such a diverse and dynamic market. We’ll explore how market inefficiencies allow savvy investors to construct high-yield portfolios with risk profiles similar to investment-grade portfolios.

• John Sheehan, CFA, Portfolio Manager, Osterweis Strategic Income Fund

9:45 AM – 10:00 AM

Move between sessions

10:00 AM – 11:00 AM

Closing General Session