Thank you for attending!  Save the date: October 13-15, 2021.

Handouts:
Update on the Regulatory Environment
Phoebe Papageorgiou, Vice President Trust Policy, American Bankers Association

Cannabis – Trust Aspect Panel
Patricia Herndon, EVP, Government Relations, Michigan Bankers Association; Alan Hanson, Attorney, Gleam Law

Creating the Future of Wealth Management Today  
Amy E. Szostak, Director, Family Education and Governance, Northern Trust

Responsibility Works
Mary Green,Vice President, Client Portfolio Manager, Federated Hermes

Economic Update
Linda Duessel, CFA, CPA, CFP. Senior Equity Strategist, Federated Hermes Inc.

Fiduciary Access to Digital Assets
Howard H. Collens, Partner, Galloway and Collens PLLC

Staying Ahead of Change  
Jim Entwisle, CFP®, Advisor Education Specialist, Vanguard’s Financial Advisor
Services™

Elder Abuse Exploitation
Donna Harlow, CFE, CFI, Senior Fraud Analyst, Old National Bank

Managing Difficult Conversations with Estate Settlement
Douglas Chalgian, Attorney, Chalgian & Tripp Law Office PLLC

New Trust Cases
Terrence G. Quinn, Esq., Attorney/President, The TGQ Law Firm

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