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Events

Stay Informed.
Stay Connected.

Engage, learn, and connect with the leader in wealth management solutions during these upcoming events.

Featured Event

Upcoming Events

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September 29, 2025 - October 1, 2025

Omni Frisco at the Star | Frisco, TX

We are excited to provide an opportunity for individuals within the corporate fiduciary, trust, and estate industries to come together for important educational topics essential to closely-held asset management and give attendees the opportunity to network with colleagues from across the country.

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September 30, 2025 - October 3, 2025

Omni Hotel & Resorts | Oklahoma City, OK

Level up your mineral management education and understanding of what is impacting your mineral and royalty interest. Meet other mineral and royalty owners from across the country and enhance your knowledge around your mineral rights.

Be empowered to negotiate your oil and gas leases like a pro. Learn how to better manage your mineral estate.

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October 5, 2025 - October 7, 2025

Amelia Island, FL

J. W. Cole Conference 2025

To help you build a great business so that you can change lives for the better.

It is our belief that time is the most-valuable resource in the world, and we help people make better use of it so that they can live their best lives. We work exclusively with Relationship-Driven, Client-Centric, Fiercely-Independent Financial Professionals.

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October 6, 2025 - October 8, 2025

West Des Moines Marriott Hotel | West Des Moines, IA

The Iowa Trust Association was started over 50 years ago with the purpose of providing information and education regarding the trust industry to its members.

Additionally, we attempt to keep our members informed regarding new and pending legislation as well as rules and regulations from the regulators at both the State and National level which could impact trust services.

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October 8, 2025 - October 10, 2025

Ritz-Carlton | Chicago, IL

Join us for the ninth annual DeVoe M&A+ Succession Summit - the RIA industry's premier event for M&A and succession planning. This event is designed to equip you with the fundamentals of transition planning while diving into the latest trends in the RIA space with the most experienced industry leaders.

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October 8, 2025 - October 10, 2025

Ann Arbor Marriott Ypsilanti At Eagle Crest | Ypsilanti, MI

The annual Midwest Trust and Wealth Management Conference is a must for wealth management and trust professionals.

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October 9, 2025 - October 10, 2025

The Canopy by Hilton Sioux Falls Downtown | Sioux Falls, SD

Join us for the 9th annual Fall Forum event.

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October 20, 2025 - October 21, 2025

Nashville, TN

The Trust and Wealth Management Conference is the annual meeting for Tennessee Bankers Association members working in the trust area. The conference provides information on a variety of topical trust issues.

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November 4, 2025 - November 6, 2025

Denver, CO

With so many RIA industry leaders from firms of all sizes all in one place, expect countless opportunities to learn, rejuvenate, make connections, and have fun!

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