Tennessee Bankers

Trust & Wealth Management Conference

October 17 & 18: TBA Barrett Training Center, Nashville

Early Registration Deadline: October 3, 2019

Hotel Deadline: September 25, 2019

The Trust & Wealth Management Conference is the annual meeting for TBA members working in the trust area. Events include a reception and dinner with a performance by Nashville songwriters, with the business session providing information on a variety of topical trust issues.

 

Speakers and Topics

Linda Duessel, Federated Investors
Economic Update

Micah S. Adkins, Esq., The Adkins Firm, PC
How to Prevent, Detect and Defend Against ID Theft

Michael Burns, J.D., L.L.M., Scroggin & Company, PC
What Dead Celebrities Can Teach Us About Estate Planning

Warren W. Hopper, BXS Insurance
Insurance Liability and Protecting Assets

Greg Gonzales, Commissioner, Tennessee Department of Financial Institutions
State Update

Steve Parrish, The American College New York Life Center for Retirement Income
Unwinding Life Insurance Trusts (and the Policies Within)

Catherine Williams, Dimensional Fund Advisors
Understanding Your Clients: Results From Dimensional’s Investor Feedback Survey 

Richard Johnson, Aaron Flinn, and Bryan Howard will provide a comprehensive update on recent changes to state and federal laws related to trusts.

 

Agenda

Thursday, October 17
Noon    Registration/Light Lunch
12:55 p.m.    Conference begins
5:30 p.m.    Reception
6:30 p.m.    Dinner with songwriters providing live entertainment

Friday, October 18
7:30 a.m.    Breakfast 
8:30 a.m.    Conference resumes
Noon    Adjourn

 

Hotel Information

TBA is holding a block of rooms at the Fairfield Inn & Suites Nashville MetroCenter (100 French Landing Drive) for $139 per night. Please book before the cutoff date of September 25. The rooms may sell out before. Please call 615-432-4677 or reserve online by clicking here.

Other hotels in close proximity are Candlewood Suites (270 Venture Circle), 615-787-8787, and Springhill Suites (250 Athens Way), 615-244-5474. A block of rooms is not being held, but a TBA rate may be available. Blackout dates apply.

 

Continuing Education Credit

Continuing Professional Education (CPE) Credit – 9 hours
Continuing Legal Education (CLE) Credit – 7.5 hours
Certified Financial Planner (CFP) Credit – 7 hours
Certified Trust and Financial Advisor (CTFA) Credit – 9.75 hours

 

Thank You Sponsors

American Cancer Society, Nashville – Thursday Breakfast
Broadridge Financial Solutions, Inc, New York, NY – Thursday lunch
Federated Investors, Pittsburgh, PA – Dinner/Entertainment 
Franklin Templeton, St. Petersburg, FL – General Sponsor
Infovisa, Cornelius, NC –  Thursday coffee break
Jackson Private Wealth & Trust, Denver, CO – General Sponsor
ProxyTust, Islandia, NY – Reception
Reich & Tang, New York, NY – Friday Coffee Break

 

Program Fees

TBA Members / Associate MembersMember SpouseNonmembersNonmember Spouse
Early Registration $345$90$690$180
Early registration deadline is October 3, 2019
Registration $395$140$740$230
Day-of-Program $445$190$790$280

TBA Contact

Penny Powlas - ppowlas@TNBankers.org
Vice President of Administration
Tennessee Bankers Association
211 Athens Way, Ste 100 • Nashville, TN 37228-1381
800/964-5525 or 615/244-4871 or www.TNBankers.org

Register for Trust & Wealth Management Conference

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Special Needs: If you have a special need that may affect your participation in this program, or special dietary requests, please send TBA a statement detailing your needs at least 10 days before the program. We will contact you to discuss accommodations.

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