Wealth Management and Trust Conference & Exhibition

At the Wealth Management Trust Conference & Exhibition, attendees will hear updates on trends and issues, learn from seasoned presenters and industry experts, and virtually explore exhibitor resources - all on a virtual platform.
 
This program qualifies for a total of 6 CPE, 3.75 CISP, 3.75 CRSP, 3.75 CSOP and 7.5 CTFA credits.


Thursday, Nov. 5
8:30 a.m. Welcome
8:40 a.m.  Legislative & Regulatory Update      
9:40 a.m. Q&A/Stretch Break
10 a.m.  Interacting in the ‘New Now’
11 a.m. Q&A/Stretch Break
11:15 a.m. –         Update on Financial Services and Marijuana/Hemp in Pennsylvania 
12:15 p.m.             
12:15 p.m. Q&A/Adjourn

Friday, Nov. 6
8:30 a.m. Welcome
8:40 a.m.  It All Depends on Your Time Horizon
9:40 a.m. Q&A/Stretch Break
10 a.m.     Estate Planning in View of COVID-19 and an Uncertain Estate Tax Landscape
11  a.m.   Q&A/Stretch Break
11:15 a.m. –         The Risk in Your Portfolio Isn’t Where You Think It Is 
12:15 p.m.  
12:15 p.m. Q&A/Adjourn



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Dates:
Nov. 5-6, 2020
Virtual


 

    

 

Contact:
Marilyn Wisniewski
Director, Residential Schools and Meeting Operations
(717) 255-6934
mwisniewski@pabankers.com