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Tri-State Trust Forum 2024

September 26, 2024 12:00 AM - September 27, 2024 12:00 AM (EDT)

Description

The New Hampshire Bankers Association, in cooperation with the Maine Bankers Association and Vermont Bankers Association, Inc. Trust Committees, invite you to attend this year's Tri-State Trust Forum scheduled for Thursday, September 26 and Friday, September 27, 2024.  

GOLF

Arriving early on Wednesday, September 25 and want to join others in a round of GOLF at a local course? Please contact Daniel Kimbell at 802.751.4334 or dkimbell@passumpsicfinadvisors.com for further details. 

Download the conference information below.

Agenda

Continuing Education Credits Available

Attendee List

Speaker Bios

Sponsor Information

Speaker Presentation - John Sherman - MARKET UPDATE & 2025 OUTLOOK

Speaker Presentation - Richard Karwic - HEARTFELT LEADERSHIP

Speaker Presentation - Michael Macero - PLANNING INVOLVING DIFFERENT GRANTOR TRUSTS

Speaker Presentation - Michael Dixon - LOCKING THE BACKDOOR!

Speaker Presentation - Michael Dixon - IDENTIFY, ATTRACTING & RETAINING PROFITABLE CLIENTS

Speaker Presentation - Brian Gottlob - TRI-STATE ECONOMIC UPDATE

Speaker Presentation - Katarina Ireland & Eileen Smith - FDIC - KEYS TO A SUCCESSFUL TRUST EXAM

Speaker Presentation - Todd Abrams - OCC - KEYS TO A SUCCESSFUL TRUST EXAM

Speaker Presentation - Steven Wujek - "WICKED WITCH OF THE WEST"


SPONSORSHIPS AND EXHIBITOR SPACE AVAILABLE

HOTEL LINK
Deadline for Hotel: August 27, 2024 (these rooms are sold out!)
Should you need accommodations, a limited number of 2 Queen Bed rooms are being held at the AC Hotel for $359 until September 6!

NH/VT Bankers' Cancellation Policy
Registrations may be canceled prior to Wednesday, September 11, 2024 by notifying the NH Bankers office at (603) 224-5373 . Refunds are subject to a $50 per person fee. Any cancellations received after September 11 are not refundable but are transferable to another individual from your bank who wishes to attend this conference. All registrations received by email or online are subject to this policy. 

Consent to Use of Photographic Images
Registration and attendance at, or participation in, NH and VT Bankers meetings and other activities constitutes an agreement by the registrant for use and distribution (both now and in the future) of the registrant or attendee's image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities by NH and VT Bankers Association.


Pricing

Member registration: $325

Additional member attendee: $249

Non-member: $650

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Contact Information

New Hampshire Bankers Association
Name: Sandy Tracy
Phone: (603) 224-5373
Email: stracy@nhbankers.com
Details: or Betsy Beaulac at bbeaulac@nhbankers.com
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