Trust Advisors Forum
The Trust Advisors Forum is a four-day educational program designed for Wealth Management and Trust professionals. Each year, hundreds of representatives from trust, broker dealer, financial planning, accounting, and legal firms gather at the conference to share information, issues and ideas.
The Forum’s educational sessions offer applicable information for Wealth Management and Trust professionals who must meet the complex demands of increasing innovation, client expectations, regulatory challenges and the variety of services within the financial sector. In such a dynamic environment, success belongs not only to the technically skilled, but also to those who have the perspective and insights to connect their clients to the best possible solutions.
The Forum’s social events offer you exceptional networking opportunities. You’ll be able to exchange information and ideas with colleagues from across the country — and earn continuing education credits in the process.
The agenda includes sessions on estate and financial planning, taxation, fiduciary law, compliance issues, market outlooks and business development strategies – all presented by many of the leading experts in their fields.
Now in its 17th year, the Forum will be held February 24-27 at the beautiful Pinehurst Resort in North Carolina, which includes several distinguished hotels, golf courses, tennis courts, dining venues and a world-class spa.
To learn more about this program, and to register for the 2008 program, please visit www.trustadvisorsforum.com.
