MBA Trust & Wealth Management Conference 2012
MBA Trust & Wealth Management Conference 2012 |
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The 2012 Trust & Wealth Management Conference held May 2 at the Harraseeket Inn in Freeport 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 Dodd-Frank Check our Facebook page for pictures from the meeting. |