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The Midwest Trust and Wealth Management Conference, organized by the Michigan Bankers Association, is a pivotal event aimed at enhancing the knowledge and skills of professionals in the trust and wealth management sectors. It caters to a diverse audience including trust department, trust company, and private bank executives, senior trust
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officers, administrators, wealth advisors, business development officers, and future leaders. Notably, the conference also addresses the needs of individuals from low-wealth backgrounds who require wealth advisory services, emphasizing the importance of inclusive financial guidance.
This conference will provide continuing education credits, including CTFA, CFP, and CPE, and is designed to facilitate valuable networking opportunities. Attendees will engage in discussions that address critical topics such as identifying financial exploitation, ensuring money safety for seniors, and providing an overview of elder abuse task forces. Key presentations will focus on the nuances of elder financial exploitation, including an ABA Frontline Compliance Training Course that highlights recognizing telemarketing schemes and online financial abuse. Participants will gain insight into the characteristics that make seniors vulnerable to financial abuse and will learn about the relevant state and federal laws that govern elder financial exploitation. Additionally, the conference will explore the roles banks play in safeguarding victimized seniors and will offer strategies for paying caregivers and employees from trusts. The event promises to equip attendees with the knowledge and tools necessary to effectively navigate the complexities of trust and wealth management.
This conference will provide continuing education credits, including CTFA, CFP, and CPE, and is designed to facilitate valuable networking opportunities. Attendees will engage in discussions that address critical topics such as identifying financial exploitation, ensuring money safety for seniors, and providing an overview of elder abuse task forces. Key presentations will focus on the nuances of elder financial exploitation, including an ABA Frontline Compliance Training Course that highlights recognizing telemarketing schemes and online financial abuse. Participants will gain insight into the characteristics that make seniors vulnerable to financial abuse and will learn about the relevant state and federal laws that govern elder financial exploitation. Additionally, the conference will explore the roles banks play in safeguarding victimized seniors and will offer strategies for paying caregivers and employees from trusts. The event promises to equip attendees with the knowledge and tools necessary to effectively navigate the complexities of trust and wealth management.
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You are heading to the event with 26 people! Who's coming with you?
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Timings09:00 AM-06:00 PM (expected)Not Verified | Entry FeesCheck Official Website |
Estimated Turnout0-300 Delegates Based on previous editions | Event TypeConference |
EditionsOct 2025 Interested+10 more editions Frequency Annual | Official LinksWebsiteContacts Report Error Claim this event |
| Different Located Editions Ann Arbor, USA08 - 10 Oct 2025 | |
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42.371425-83.470213 Venue Map & DirectionsVenue to be announced Plymouth, USA | |
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Venue Map & Directions
Venue to be announced
Plymouth, USA
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Sponsors
FIPCO
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Vericast
San Antonio, USA
https://10times.com/hub/wellness-healthcare-hub
Sep 132025
