November 2017

Event image Conference Wednesday, November 1, 2017

Wealth Management & Trust Conference & Exhibition

2:00 PM at Hershey

This conference is a time to connect with fellow bankers, hear updates on trends and issues, network with trust professionals, learn from seasoned presenters and industry experts and visit the exhibitor resources.

Nov. 1-3, 2017 • Hershey Lodge & Convention Center • Hershey

Pre-Conference Fees (if attending): Member - $75; Affiliate Member - $90; Non-Member - $112.50  

Conference Fees: Member - $475; Affiliate Member - $650; Non-Member - $712.50

Click here to view the brochure, and click here to view the agenda.

Click here to down load the exhibitor and sponsorship brochure.

Click here to download the registration form.

Click here to make your hotel reservations.

The conference has been approved for the following credits.

*9.5 CFP

5 substantive CLE

*9.25 CTFA 

*10.5 CPE

*All credits include the pre-conference


Exhibitors & Sponsors as of 9/7/17

Accutech Systems Corporation

American Pension Benefits - Co-sponsoring Friday's Continental Breakfast 

BNY Mellon Investment Management


Broadridge Financial Solutions, Inc. - Thursday Dessert/Ice Cream Break

Cetera Financial Institutions/BAR Financial. LLC

EPIC Advisors, Inc.

FAM Funds


FCI Advisors

Federated Investors - Thursday's Reception & Entertainment

Fidelity Investment - Thursday's Continental Breakfast

Fifth Third Bank

FinTech Securities, LLC


Goldman Sachs Asset Management

Harbor Funds

Heartland Funds

IKOR International


Innovest Systems, LLC

ITM TwentyFirst

John Hancock Investment

J.P. Morgan Asset Management

L.R. Webber Associates, Inc. - Co-sponsoring Friday's Continental Breakfast

MainStreet Advisors

Matthews Asia

Mid Atlantic Capital Group

MFS Investment Management

Morgan Stanley Investment Management 

Norther Trust and Asset Management - Sponsoring Wednesday's Opening Cocktails

PA Bankers Services Corporation - Friday Refreshment Break

Principal Global Investors

Private Trust  Group of America LLC

Promontory Interfinancial Network, LLC

Proxytrust - Chocolate Giveaway

Reich & Tang

RIC - Resource Insurance Consultants

Torray LLC

Total Bank Solutions

Trust Imaging Systems Inc.

Trust Sourcing Solutions - Co-sponsoring Thursday's Luncheon

T. Rowe Price Associates, Inc. 

Tucker Arensberg, P.C. - Meeting Binders

Symons Capital Management

Vanguard  - Co-sponsoring Thursday's Morning Refreshment Break

Voya Investment Management        

Wright Investors’ Service, Inc.

Wolters Kluwer CCH Trust US




Register Now