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NDBA 2018 Tri-State Trust Conference
Monday, April 30, 2018, 8:00 AM to Wednesday, May 02, 2018, 5:00 PM CDT
Category: Conferences

NDBA 2018 Tri-State Trust Conference

Hilton Garden Inn
Fargo, ND
April 30 - May 2, 2018

Registration is now open for the 2018 Tri-State Trust Conference (view registration and schedule)!

Highlights:

  • Lindsey Piegza, Stifel: “Economic Outlook”
  • Alex Dryden, J.P. Morgan: “Guide to the Markets”
  • Lauren Wolven, Levenfeld Pearlstein: “Playing with Matches: Avoiding the Trustee Risks You Didn’t Even Know Existed”
  • Cecelia Calaby, ABA: “Washington Update”
  • Kurt Kauffman: “Leveraging Tax-Deferred Annuities in Irrevocable Trusts”
  • Kyle Loven, Computer Forensic Services: “Cybersecurity: Safeguarding Client Information”
  • Debra Linder, Fredrickson Byron: “Retirement Plan Update”
  • Corey Carlisle, ABA Foundation: “Guarding Seniors Against Financial Fraud and Exploitation”
  • Plus, Lt. Colonel Robert Darling’s opening keynote: “September 11, 2001 – The White House: A Crisis Leadership Presentation”
  • In addition, more than 30 companieswill participateas exhibitors.

Please note: the room block at the Hilton Garden Inn will be available until April 2. To reserve your room, please call the hotel directly at 701.499.6000 and ask for “ND Bankers.”  

Conference content has been submitted for continuing education credit with the following organizations:

CFP Board, ABA Professional Certifications (CTFA and CRSP), ND Insurance Department, SD Division of Insurance, ND Commission for CLE and MN State Board of CLE.

 


Contact: Dorothy Lick