Trust officers from three states will gather virtually to learn from experts and one another at the 2021 Tri-State Trust Conference on April 28-29. Both days will include a morning session (9:30-11:30 a.m. CDT) and an afternoon session (1-3 p.m. CDT).
Keynote sessions include "Two Timely Retirement Planning Topics" by Sharon Carson with J.P. Morgan, "Economic Assessment and Fixed Income Outlook" by Linda Duessel with Federated Hermes, "Point of View: The Economy, Markets and Investment Strategy" by Fritz Meyer with Point of View and "2021 Tax and Estate Planning: What to Tell Clients Now" by Martin Shenkman with Shenkman Law.
The conferenced, which is hosted by the North Dakota Bankers Association, will also include a virtual wine tasting and networking. You must register by April 1 to be eligible for a welcome gift and wine. Learn more and register.