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Attendance Options | Wealth Management and Trust Conference

  • February 24-26, 2025
  • Manchester Grand Hyatt
  • San Diego, CA
RegisterView Program

The Wealth Management and Trust Conference will offer two distinct ways for bankers to experience the event.

In Person

  1. Access all general sessions and concurrent sessions
  2. Network with solution providers in The Marketplace
  3. View all recorded sessions on the remote platform through May 31, 2024
  4. Earn CFTA and CFP continuing education credits

Remote Access

  1. View a livestream of the general sessions on the remote platform (all times are Central)
  2. View recorded sessions, both general and concurrent, which will be available on the remote platform within 36 hours of session completion. Sessions are accessible through May 31, 2024
  3. Earn CFTA continuing education credits

PLEASE NOTE: CFP continuing education credits will not be offered for the Remote Access option.

 Attendance Options
 In PersonRemote Access
Live General SessionsYesYes
Live Concurrent SessionsYesNo
Recorded General SessionsYesYes
Recorded Concurrent SessionsYesYes
Network with Solution Providers in The Marketplace             YesNo
Remote access to Solution Providers’ materialsYesYes
CTFA creditsYesYes
CFP creditsYesNo

 

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