IRAs
Speaker: Michele Marquardt, DeMent and Marquardt, PLC

Protecting your Clients from Identity Fraud
Speaker: Wes Reynolds, NetSource One

Economic Update
Speaker: Phil Orlando, Federated Investors

Ethical Issues for Trust Professionals
Speakers: R. Paul Larsen, J.D., Bill Garchow, and William C. Collins, Chemical Bank

Investing for Women! And the Power of the Purse
Speaker: Ina Fernandez and Anne Nichols, Fern Capital

Anatomy of an Approach
Speaker: Michael J. Acho, Lincoln Financial Advisors/Sagemark Consulting

Joint Trusts Drafting and Administration
Speakers: George Bearup and Judy Grace, Greenleaf Trust

Elder Care Management
Speaker: Laurie Murphy, Miller Johnson

Wealth Management Fees and Pricing: Driving Superior Realization
Speaker: David Lincoln, WISE Gateway

Passive vs Active Portfolio Management...
Eaton Vance Presentation
Speakers: Dan Berkowitz, VanGuard; Anthony Eames, Eaton Vance

What’s Happening in New Trust Cases
Speaker: Terrence G. Quinn, Esq.,The TGQ Law Firm

The Impact of the Tax Changes
Speaker: Carrie Hindmon, Andrews Hooper Pavlik PLC

Update on the Regulatory Environment
Speaker: Phoebe Papageorgiou, American Bankers Association