The role of a hometown bank’s trust department is a unique one — from assisting with estate and retirement planning to staying current on very specific legal and ethical responsibilities. The Trust Track brings together professionals from across the state to discuss the tools and strategies needed to best serve bank customers.
Who Attends: Trust Officers, Wealth & Private Banking Directors, Senior Financial Advisors, Personal Bankers, Estate Planning Attorneys, Senior Level Executives, and Portfolio Managers
Click here to jump to the Trust Agenda or click here to jump to the speakers list.