Wealth Management and Trust Conference & Exhibition

Attendees will hear updates on trends and issues, learn from seasoned professionals and industry experts, and explore exhibitor resources.

Approved for: 10.5 CFP*, 6 CLE*, 10.75 CPE*, 11.25 CTFA*, 6.25 CISP*, 7.5 CRSP* credits [*includes pre-conference session]
  


    Time Session
         
    Wednesday, Oct. 27
     
    3 p.m. Pre-Conference - Cocoa Suite 1
    Elder Law 101: What Bankers Need to Know About Elder Law
    [CISP, CRSP, CTFA - 1.25; CLE - 1]
    Robert Clofine, Esq, The Elder Law Firm of Robert Clofine
    *Pre-registration is required for this session.


         
    5 - 6 p.m. Registration - Exhibit Registration Desk  
      Exhibit Hall Opens - Great Hall: Red Room  
      Opening Reception - Great Hall: Red Room  
         
    Thursday, Oct. 28  
    7:30 a.m.  Registration - Exhibit Registration Desk
     
      Continental Breakfast - Great Hall: Red Room  
         
    8 a.m. Welcome - Trinadad Room
    Deborah Robertson, 2021 Conference Chair, SVP, Trust Manager and Chief Fiduciary Officer, S&T Bank
     
         
    8:30 a.m. General Session - Trinadad Room
    Legislative and Regulatory Update
    [CTFA - 1.25; CLE - 1]
    Michael Paese, Global Co-Head of the Office of Government Affairs, Goldman Sachs
     
         
    9:30 a.m. General Session - Trinadad Room
    Estate Planning in Uncertain Times
    [CTFA - 1.25; CLE - 1]
    Scott Alan Mitchell, Esquire, Shareholder, Saxton & Stump
     
         
    10:45 a.m. Visit Exhibit Hall & Refreshment Break - Great Hall: Red Room
    Sponsored by: Stewart Capital Advisors
     
         
    11:10 a.m. Concurrent Sessions - Select One:
     
         
    Session I Special Needs Planning: SNTs and ABLE Accounts in 2021 - Trinidad Room
    [CTFA - 1.25; CLE - 1]
    Dennis McAndrews, Founder & Managing Partner, McAndrews Law
     
         
    Session II What Did the Pandemic Teach Us About Managing Unique Assets in Fiduciary Accounts? - Magnolia A-B
    [CISP, CRSP, CFTA - 1.25]
    Patrick Alyward, President, RIC
     
         
    Session III 2021 Tax Changes on the Horizon and Their Impact on Your Financial Institution - Magnolia C-D
    [CISP, CRSP, CTFA - 1.25]
    Ricky McLaughlin, Senior Manager, Wolf & Company P.C.
     
         
    12:15 p.m. Luncheon - Aztec Room
     
         
    1:30 p.m. Concurrent Sessions - Select One:
     
         
    Session I Bringing Clarity to the ESG Clutter: Helping to Make More Informed ESG Decisions for Clients - Trinidad Room
    [CRSP, CTFA - 1.25]
    Natalie Marvi-Romeo, Senior Portfolio Manager, Vanguard
     
         
    Session II Digital Assets - Magnolia A-B
    [CTFA - 1.25; CLE - 1]

    Nora Gieg Chatha, Esquire, Partner, Tucker Arensberg, P.C.
     
         
    Session III Prospecting the Next Wave of Wealth - Magnolia C-D
    [CTFA - 1.25]

    Jean Dunn, CFP, Vice President, Client Loyalty Insights Leader, T. Rowe Price
     
         
    2:30 p.m. Visit Exhibit Hall & Dessert/Ice Cream Novelty Break - Great Hall: Red Room
    Sponsored by: Broadridge
     
         
    3 p.m. General Session - Trinadad Room
    Feeling "Insecure" About the "Secure" Act and IRA Beneficiary Payouts? You are not Alone!
    [CISP, CRSP, CTFA - 1.25; CLE - 1]

    Patrice Konarik, President, Sunwest Training Corp.
     
         
    4:15 p.m. Reception & Entertainment - Aztec Room
     
         
    Friday, Oct. 29    
    7:30 a.m. Registration - Exhibit Registration Desk  
      Continental Breakfast - Great Hall: Red Room
     
         
    8 a.m. Welcome - Aztec Room
    Deborah Robertson, 2021 Conference Chair, SVP, Trust Manager and Chief Fiduciary Officer, S&T Bank
     
         
    8:15 a.m. General Session - Aztec Room
    Economic & Market Outlook: It All Depends on Your Time Horizon
    [CISP, CRSP, CTFA - 1.25]

    Linda Duessel, CFA, CPA, CFP, Senior Vice President, Federated Hermes
     
         
    9:20 a.m. Concurrent Sessions - Select One:  
         
    Session I Relative Stability - Protecting Portfolio Value in a Rising Rate Environment - Aztec Room
    [CISP, CRSP, CTFA - 1.25]

    Malcolm E. Polley, President & Chief Investment Officer, Stewart Capital
     
         
    Session II Managing a Retirement Plan in 2021: 8 Common Mistakes (and How to Avoid Them) - Magnolia A-B
    [CTFA - 1.25; CLE - 1]

    Tara Mashack-Behney,CFP, ChFC, Partner & President of Investment Advisory Services, Conrad Siegel
    Scott Gehman, ERPA, CEBS, Retirement Plan Consultant, Conrad Siegel
     
         
    10:30 a.m. Visit Exhibit Hall & Refreshment Break - Great Hall: Red Room
     
         
    11 a.m. Exhibitor Prizes - Aztec Room  
         
    11:15 a.m. General Session - Aztec Room
    Adapting to the New Normal - Sales and Service
    [CTFA - 1.25]

    Michael Dixon, Director of Organizational Development, Pohl Consulting
     
         
    12:30 p.m. Closing Remarks/Adjournment - Aztec Room
    Chocolate Giveaway
    Deborah Robertson, 2021 Conference Chair, SVP, Trust Manager and Chief Fiduciary Officer, S&T Bank
    Sponsored by: Proxytrust
     

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Dates:
Oct. 27 - 29, 2021
Hershey Lodge & Convention Center
Hershey, Pa.

Times:

    • Wednesday: 3 - 6 p.m.
    • Thursday: 7:30 a.m. - 6:00 p.m.
    • Friday: 7:30 a.m. - 12:30 p.m.

    Prices:

    Pre-Conference:

      • Member: $100
      • Affiliate Member: $125
      • Non-Member: $150

      Conference:

        • Member: $475
        • Affiliate Member: $650
        • Non-Member: $713

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