The MBA Trust & Investment Services Division's purpose is to develop and advocate legislative positions, disseminate information among its members relative to the trust business, provide education in areas of mutual interest to its members through conferences and seminars, promote professionalism among the trust personnel in Michigan, and to enhance the public image of the Michigan trust industry. Join our LinkedIn Group here.
The annual Midwest Trust and Wealth Management Conference is a must for wealth management and trust professionals throughout Michigan and our neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CFP, CPE) and valuable networking opportunities, the event is a do-not-miss event.
Who Should Attend?
All decision-makers from throughout the wealth management and trust industry. This conference is beneficial for:
• Trust department, trust company and private bank executives
• Senior trust officers, administrators and wealth advisors
• Business development officers and future leaders
• Financial and estate planners
Sponsor and exhibitor opportunities, please contact us at email@example.com or (517) 342-9057.
Location and Accommodations
Sheraton Ann Arbor Hotel
3200 Boardwalk Street, Ann Arbor, Michigan 48108-1774
1 734-996-0600. Please ask for the Michigan Bankers Association Room Block.
Book your group rate for MI Bankers Association
ABA Trust and Wealth Management Briefings
ABA Online Training for Wealth Management and Trust
ABA’s wealth management and trust online training helps bankers develop and deepen those client relationships through a relevant and flexible curriculum. Banks will benefit as well-trained trust professionals attract and retain satisfied clients, providing the information, advice and education clients need. View more information. Enrollment Form.