Trust and Wealth Management Conference
The Trust and Wealth Management Conference is the annual meeting for TBA members working in the trust area. Events include a lunch and reception on Monday, and breakfast Tuesday morning. The business session provides information on a variety of topical trust issues.
See Full Agenda
A block of rooms is held at the Fairfield Inn & Suites Nashville MetroCenter at the rate of $149 per night. Rooms are available October 19 and 20. Click here to book your group rate for the TBA Trust Conference.
The program has been approved for 6.5 hours of Certified Financial Planner credits.
The program has been approved for 7.25 hours of General CLE.
The program has been approved for 8 hours of General CPE.
American Bankers Association (ABA) Professional Certifications has approved the 2025 TBA Trust and Wealth Management Conference for: 9 CTFA, 5 CCTS, 2.75 CRCM, 2.25 CERP, 2 CRSP, 1.25 CAFP, 1 CISP credit
Thank you to our sponsors
Broadridge
Cheetah, an AccuTech company
Estateably Inc.
Federated Hermes
New Edge Capital Group
Proxytrust
RJ Young
SS&C
Sponsorship Info
Registration
Registration is currently closed.