MBA Trust & Wealth Management Conference 2012

The 2012 Trust & Wealth Management Conference held May 2 at the Harraseeket Inn in FreeportJim_and_Ottinger touched on a host of topics including estate tax law changes, Maine-Florida residency, Dodd Frank, fixed income outlook, portfolio management post-economic crisis, aging and elderly clients, and selling trust and wealth management services.  Below are slides of the speaker presentations:
Aging and Elderly Clients    
Economic Assessment and Fixed Income Outlook    
Estate Tax Laws        
Maine Florida Considerations     
Portfolio Management     
Check our Facebook page for pictures from the meeting.