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.

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 Insurance Solutions for the Wealthy

As an advisor, it is important to understand every aspect of your client’s portfolio to maintain their business. In this session, we will cover the different types of policies and items that may arise with high-net-worth individuals so you will be prepared for any situation.

• 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.

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

4:00 PM – 4:20 PM

Move between sessions and networking in The Hub.

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

10:15 AM – 10:45 AM

Break in The Hub

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

3:00 PM – 3:30 PM

Dessert in The Hub

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