Wealth and Trust Conference 2027

Event Description

Wealth & Trust 360 is designed to equip wealth management professionals with the latest strategies and peer-tested tactics to foster strong relationships with the next generation of clients. Attendees will gain insights into the newest developments in technology, planning and advice, asset management, trust administration, and relationship management.

Beyond the educational sessions, the conference emphasizes the importance of networking and collaboration. The revamped “hub” provides a platform for participants to connect with peers, industry leaders, and those in the ABA Network. This environment fosters the exchange of ideas and best practices and ensures that attendees leave with actionable insights to enhance their client relationships and business operations.

This is your chance to hone your skills as an advisor and earn a year’s worth of CTFA CE credits — with no travel and less time away from your business.