ABA Wealth Management & Trust Conference Brochure

You’ve built relationships and trust with those you advise.

Now, build your business.

Position yourself for accelerated growth

ABA Wealth Management and Trust Conference February 26 - 28, 2014 | Hilton San Diego Bayfront | San Diego, CA

ABA Wealth Management and Trust Conference.

Leadership in wealth management and trust requires real solutions for bolstering your business.

This year's program spans four areas that form the basis for growth and success: › Business Development & Sales › Fiduciary › Investment Strategy › Risk Management & Regulatory Compliance Designed specifically for wealth management and trust executives who work in the banking industry, ABA's Wealth Management and Trust Conference is the only event of its kind.

Who Should Attend? › Senior wealth/trust executives

› Investment specialists/portfolio managers

› Trust advisors/senior trust officers

› Financial planners

› Business development officers

› Estate planners and attorneys

› Private bankers

› Trust risk managers

aba.com/WMT

It's All About Growth.

And Now Is An Opportune Time to Strengthen your Business Line.

Are you poised for the next level in wealth management and trust? At the ABA Wealth Management & Trust Conference you’ll hear big picture strategy along with practical solutions for driving revenue, referrals and results. › Learn to leverage investment trends, manage risk and improve bottom-line results. › Explore ways to translate market trends into business opportunities. › Learn how to win the hearts and minds of the clients you advise through relationship and trust-building tactics. › Transform yourself from a cross-seller to a cross-solver. › Stay ahead of the curve on the latest regulatory updates.

Registration Fees Early ABA Member/Service Member/CTFA* $1,090 Non-Member $1,690 Spouse/Guest $ 125 *Early bird rate ends December 18, 2013.

Register Today!

Online: aba.com/WMT Phone: 1-800-BANKERS (1-800-226-5377)

Featuring dynamic speakers with proven expertise, the conference brings together the best and brightest in your industry.

ABA’s Wealth Management and Trust Conference is developed and delivered by leading bankers who understand your unique needs. These seasoned financial advisors and trust experts present the latest trends and show you how to incorporate them into your business.

Built around an agenda that optimizes your valuable time out of the office, the conference explores proven techniques and real solutions for accelerating growth.

Sessions include: › Winning the Battle for Growth. › Sales and Retention Strategies: Presenting the Perfectly Positioned Wealth Plan. › Unique Assets: Managing Through Complexities Associated with Real and Liquid Assets. › Directed Trusts and Divided Trusteeship: Origin, Evolution and Implications. › Generating Income While Managing Total Return In An Uncertain Environment.

And much more.

For the complete agenda visit aba.com/WMT.

DRIVE: Revenue. Referrals. Sales.

No other conference covers more ground for members of the wealth management and trust community. Attendees will enhance their knowledge and expertise in four key areas: › Business Development & Sales—Growth is a result of cross-selling and cross-solving.

Learn how to seamlessly integrate your advisory services into your bank’s frontline sales function. › Fiduciary —Gain an understanding of fiduciary relationships and insights on avoiding liability. › Investment Strategies—Explore investment models that increase yields, and gain the resources you need to be the trusted advisor your clients demand. › Risk Management & Regulatory Compliance—Learn how to comply with regulatory realities and tie your division’s risk management efforts into your organization’s Enterprise Risk Management (ERM) function.

aba.com/WMT