PLEASE NOTE: MBA has decided to cancel our Trust & Wealth Conference scheduled for May 6th this year.  We have elected not to reschedule, as we do not want to dilute the content for next year.  If you have already sent in payment, we will be sending refunds by the same way you paid.  Thank you for understanding.  We look forward to seeing you all next year on May 5, 2021 at the Harraseeket Inn in Freeport.


Join 75+ Trust Officers and Estate and Wealth Management Professionals at this event.  Registration includes a table for an informal display in the meeting room for maximum visibility and the opportunity to present a 3-minute overview of your services to all attendees at the beginning of the program. Additionally, exhibitor/sponsor participation includes registration for one attendee.  We have limited space, so please register as soon as possible!

Contact Jessica Verry at (207) 791-8412 or for sponsorship opportunities or any questions you may have.


This year’s topics will include:

  • Digital Assets
  • NUPIA + Tax La
  • Social Security Updates
  • Practice Management
  • Economic Update


Room reservations can be made by contacting the Harraseeket Inn directly.

Harraseeket Inn Contact Info:
Address: 162 Main Street, Freeport, ME 04032
Phone: 207-865-9377