MBA Trust & Wealth Management Conference 2012
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
Check our Facebook page for pictures from the meeting.