
Thank you for attending! Save the date: October 13-15, 2021.
Handouts:
Update on the Regulatory Environment
Phoebe Papageorgiou, Vice President Trust Policy, American Bankers Association
Cannabis – Trust Aspect Panel
Patricia Herndon, EVP, Government Relations, Michigan Bankers Association; Alan Hanson, Attorney, Gleam Law
Creating the Future of Wealth Management Today
Amy E. Szostak, Director, Family Education and Governance, Northern Trust
Responsibility Works
Mary Green,Vice President, Client Portfolio Manager, Federated Hermes
Economic Update
Linda Duessel, CFA, CPA, CFP. Senior Equity Strategist, Federated Hermes Inc.
Fiduciary Access to Digital Assets
Howard H. Collens, Partner, Galloway and Collens PLLC
Staying Ahead of Change
Jim Entwisle, CFP®, Advisor Education Specialist, Vanguard’s Financial Advisor
Services™
Elder Abuse Exploitation
Donna Harlow, CFE, CFI, Senior Fraud Analyst, Old National Bank
Managing Difficult Conversations with Estate Settlement
Douglas Chalgian, Attorney, Chalgian & Tripp Law Office PLLC
New Trust Cases
Terrence G. Quinn, Esq., Attorney/President, The TGQ Law Firm
Thank You Sponsors:
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