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.

This program has been approved for 8 CPE, 11 CTFA, 8 CFP, 2.75 CRSP and 2.75 CISP credits.


    Time Session
         
    Sunday, Dec. 3
    		 
    5 - 6 p.m. Registration - Exhibit Registration Desk  
      Exhibit Hall Opens  
      Opening Reception  
         
    Monday, Dec. 4  
    7:30 a.m.  Registration - Exhibit Registration Desk
    		  
      Continental Breakfast
    Sponsored by:     		 
         
    8 a.m. Welcome
    TBD - 2023 Conference Chair
    		  
         
    8:30 a.m. General Session
    Economic and Market Outlook: It All Depends on Your Time Horizon
    Linda Duessel, CFA, CPA, CFP, Senior Vice President, Federated Hermes
    		  
         
    9:40 a.m. General Session
    Resilient Business in a Time of Uncertainty
    Paul Lally, Principal, Wipfli, LLP
    		  
         
    10:45 a.m. Visit Exhibit Hall & Refreshment Break  
         
    11:10 a.m. Concurrent Sessions - Select One:
    		  
         
    Session I Understanding Discretionary Distributions
    Nora Gieg Chatha, Esquire, Shareholder, Tucker Arensberg P.C.
    Weston Pesillo, Esquire, Senior Counsel, Tucker Arensberg P.C.
    		  
         
    Session II Charitably Minded: A Look at The Most Popular Philanthropic Options in 2023
    John Barkhurst, Senior Sales Executive, SS&C Innovest, with Special Guest Greg Murray, Shareholder, Gifting Network    		  
         
    12:15 p.m. Luncheon 
    		  
         
    1:30 p.m. Concurrent Sessions - Select One:
    		  
         
    Session I Elder Law
    Marielle Hazen, Esquire, Founder, Hazen Law Group    		  
         
    Session II The Impact of Demographics
    Malcolm Polley, CFA, Consultant
    		  
         
    2:30 p.m. Visit Exhibit Hall & Dessert/Ice Cream Novelty Break
    Sponsored by: Broadridge Financial Solutions, Inc.     		 
         
    3 p.m. General Session
    Regulatory Update
    Nora Gieg Chatha, Esquire, Shareholder, Tucker Arensberg P.C.
    		  
         
    4:15 - 5:15 p.m. Reception & Entertainment
    		  
         
    Tuesday, Dec. 5    
    7:30 a.m. Registration - Exhibit Registration Desk  
      Continental Breakfast
    		 
         
    8 a.m. Welcome
    TBD - 2023 Conference Chair    		  
         
    8:15 a.m. General Session
    SECURE Act 2.0
    Brad Campbell, Partner, Faegre Drinker Biddle & Reath LLP    		  
         
    9:20 a.m. General Session
    Fixed Income in the New Rate Environment
    Dan Larkin, Senior Investment Specialist, Vanguard     		  
         
    10:30 a.m. Visit Exhibit Hall & Refreshment Break
    		  
         
    11 a.m. Exhibitor Prizes  
         
    11:15 a.m. General Session
    Demystifying AI: A Guide for Bank Leaders
    Jack Vonder Heide    		  
         
    12:30 p.m. Closing Remarks/Adjournment
    TBD, 2023 Conference Chair
    		  

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Date:
Dec. 3-5, 2023
Hershey Lodge & Convention Center
Hershey, Pa.

Cost: 
Conference:
Member: $500
Affiliate Member: $675
Non-Member: $750

*Conference fee includes Networking Reception on Dec. 3 at 5 p.m.




    

 

Contact:
Jackie Catalano
Vice President, Professional Development
(717) 255-6939
 jcatalano@pabankers.com