“THE BUSINESS OF BEING AN INDEPENDENT TRUSTEE”
THE must attend event to learn what it means to be an independent trustee and how the profession supports your practice!
Two full days of interactive sessions and round table discussion
WHO SHOULD ATTEND?
Trustees
Learn new tips, techniques and interact with other professionals in your field.
Attorneys, Wealth Managers, Family Advisors, CPAs, Insurance Professionals
Learn more about this rising profession and how it can be a valuable addition to your team to continually increase your value to your clients.
CLE: Pending
CE: Pending
WHAT WILL BE PRESENTED?
Interactive sessions with ample round table discussion around the theme “The business of being trustee”.
AGENDA
Thursday May 14, 8am – 5pm
Friday May 15 8am – 5pm
COST
$295 (ITA Member)
$445 (Non-Member)
WHERE
Dallas/Addison Marriott Quorum by the Galleria 14901 Dallas Parkway, Dallas, Texas 75254
Room rate: $159 plus taxes
KEYNOTE
John A. Warnick, Esq., Founder of the Purposeful Planning Institute
THANK YOU TO OUR FEATURED SPONSORS
