Trust MIDWEST. and MANAGEMENT CONFERENCE

Transcription

1 MIDWEST and Wealth MANAGEMENT CONFERENCE OCTOBER 5-7, 2015 The Inn at St. Johns Plymouth, Michigan A COOPERATIVE EFFORT OF: Michigan Bankers Association Illinois Bankers Association Indiana Bankers Association Ohio Bankers League

2 MIDWEST and Wealth MANAGEMENT CONFERENCE The annual Midwest and Wealth Management Conference is a must for wealth management and trust professionals throughout Michigan and our neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CFP, CPE) and valuable networking opportunities, this is a do-not-miss event. Who Should Attend? All decision-makers from throughout the wealth management and trust industry. This conference is beneficial for: department, trust company and private bank executives Senior trust officers, administrators and wealth advisors Business development officers and future leaders Financial and estate planners Agenda 2 MONDAY, OCTOBER 5 10:00 a.m. Golf Outing The Inn at St. John s golf course offers 27 challenging holes equaling a truly rewarding golf experience. This superb golf course has been ranked among the finest Michigan golf resorts. Join for a fun day of golf to kick-off the conference! Please provide your handicap on the registration form. 4:00 p.m. Early Registration/Exhibitor Set-Up TUESDAY, OCTOBER 6 8:15 a.m. Continental Breakfast with Exhibitors 8:45 a.m. Welcome and Exhibitor Introductions Speaker: Gary Drainville, Lapeer County Bank & Company 9 10:00 a.m. Litigation Risk: How to Prevent a Lawsuit Challenging Your Actions as a Fiduciary Litigation risk accompanies fiduciary status. Over the last decade and on an accelerated basis to the present, many banks acting in a fiduciary capacity have been obliged to explain their stewardship of beneficiaries assets. In this session, Mr. Maloney will share his 25 years of experience as an expert on behalf of bank clients who have been sued. His handouts provide a comprehensive and user-friendly compendium of documents that constitute ready advice and guidance for institutions and their counsel who might find themselves in a court of law. Learning Objectives: 1. The standard of care to which a fiduciary is held when managing a client s assets 2. A comprehensive analysis of the litigation process 3. How to conduct yourself if you are deposed Speaker: Eugene F. Maloney, Federated Investors, Inc. DAY, OCTOBER :30 a.m. Break with Exhibitors 10:30 11:30 a.m. Economic Update What does the U.S. economy look like and what does it mean for Michigan and the Midwest? Our speaker will walk us through what challenges lay ahead. Speaker: Kurt J. Rankin, The PNC Financial Serivces Group 11:30 a.m. 12:30 p.m. Roundtable Luncheon with Exhibitors 12:30 1:30 p.m. Effective Selling Techniques Tony Fadool delves into the principals of sales success, from integrity to referrals. With nearly 40 years in investment sales, Tony shares his insight and wisdom to help grow your sales. Speaker: Tony Fadool, Federated Investors

3 SPECIAL THANKS TO OUR Sponsors Sponsors as of June 30, 2015 TUESDAY, OCTOBER 6 TRACK Wealth MANAGEMENT TRACK Social Security The Choice of a Lifetime Why Social Security filing decision matters What do you need to know about Social Security How to make a decision that works best Speaker: Kumar Jagdeo, Nationwide 2:45-3:00 p.m. Refreshment Break with Exhibitors New Probate and Law Cases A review of probate and trust cases published in the last year. Speakers: Laura Morris and David Skidmore, Warner Norcross & Judd LLP Discretionary Distributions We ll discuss typical trust guidance and common discretionary standards that will help you and your team make sound decisions about trust distributions. Speaker: David Skidmore, Warner Norcross & Judd LLP Rate Normalization Capturing Risk-Adjusted Yield in Today s Municipal Bond Market We ll discuss: So-called Fed rate normalization is now being recognized to be more complex than many have anticipated Rates have rallied Emerging markets currencies have strengthened Municipal bonds have been on a tear Questions around the sustainability of China s economic growth and geopolitical considerations have come to the forefront. Speaker: Chris Dillon, T. Rowe Price Components of Net Return This session will provide a high level of detail and insight on Dimensional Fund Advisors approach to investing. Speaker: Paul Lehman, Dimensional Fund Advisors Developed International Markets What is the long-term outlook for developed international, emerging, and frontier markets? How should investors allocate to these markets, and what issues impact these decisions? We ll discuss investment opportunities and risks in markets outside the U.S. Speaker: Ben Hill, FCI Advisors 5-6:00 p.m. Reception with Exhibitors Visit with exhibitors and find a new product or service! 1:45 2:45 p.m. 3 4:00 p.m. 4:05 5:00 p.m. 3

4 MIDWEST and Wealth MANAGEMENT CONFERENCE WEDNESDAY, OCTOBER 7 7:30 a.m. Continental Breakfast with Exhibitors 8 9:00 a.m. The Able Act A New Tool for Special Needs Planning Years of legislative work finally resulted in approval of the Achieving a Better Life Experience (ABLE) Act last December. The new law allows states to set up programs that permit people with disabilities or their family members to make contributions to similar accounts. The new law creates interesting planning possibilities. Speaker: Christopher Smith, Chalgian & Tripp Law Office PLLC 11:30 a.m. 12:15 p.m. Lunch and Annual Meeting 12:15 1:15 p.m. Advanced LinkedIn Marketing Are you using LinkedIn to connect with your best prospects and are you creating trackable ROI? Are you a member of groups and establishing yourself as a thought leader? Do you publish articles and participate in discussions? What are the top three things you need to know in order to truly connect with your current and potential customers with LinkedIn? This workshop will focus on B2B users who want to leverage LinkedIn for generating leads. Speaker: Timothy Haines, Symposia Labs 1:20 2:15 p.m. Estate Planning for the Small Business Owner Proper estate planning can prevent your assets from being taxed upon death, but more importantly proper planning can control how and when assets are distributed for small and family-owned businesses. We ll discuss how a person s business is organized has a tremendous impact on how it is treated, taxed, and administered. Speaker: P. Haans Mulder, Cunnigham Dalman, PC 9:05 10:05 a.m. Inherited 401ks We ll discuss 401k inheritances and the upcoming changes you need to be aware of. Speaker: Representative, Fidelity Investments 10:05 10:30 a.m. Refreshment Break with Exhibitors 2:15 3:15 p.m. Meeting the Needs of the Next Generation of Employees What is most important to remember is that you need to keep an open mind to the changing needs of the workforce. We ll discuss the need to keep evolving your workplace to keep a competitive advantage in terms of employee retention. 10:30 11:25 a.m. Life Insurance: Why Your Clients Need You A discussion of life insurance war stories and how to avoid them by procuring, evaluating and managing life insurance policies effectively. Learn how to minimize the chances of your client being the cautionary tale at the next conference. Speaker: Bill Boersma, OC Consulting Group 4

5 MBA TRUST EXECUTIVE Committee CHAIRMAN Gary Drainville Lapeer County Bank & Company STAFF LIASON Deborah Mitin Michigan Bankers Association MEMBERS Wendy Cox Greenleaf John Dice Macatawa Bank Randy Dickinson Isabella Bank Diane Hyland Fifth Third Bank Gary Johnson Plante Moran Dennis Leyder The State Bank Audrey Mistor Monroe Bank & Steven Peters PNC Bank N.A. Marc Scheuer Comerica Bank Susan Sheldon Northwestern Bank Jennifer Jones The Huntington National Bank Sponsor Exhibitor and OPPORTUNITIES Contact us! or call (517)

6 Accomodations LOCATION The Inn at St. John s Five Mile Road Plymouth, MI The Inn at St. John s is just 20 minutes north of Detroit Metropolitan Airport, 30 minutes from downtown Detroit and 15 minutes from Ann Arbor. Room rate $ Online Reservations Visit click on Reservations and select the Group Code tab at the top of the screen. Enter the group code 10G5ON. Please note the cutoff date to make reservations in our block is September 20, The group access code must be used to receive the group rate when booking online. Phone Reservations To make a reservation over the phone, please contact the hotel at (734) and reference the group access code or our conference name to receive the group rate. Alternate Hotel A small block of rooms is also being held at the Detroit Marriott Livonia, located at Laurel Park Drive North, Livonia, MI Please call Marriott Reservations at (800) or (734) on or before Monday, September 14, 2015 to make reservations. Please identify yourselves as part of the Michigan Bankers Association group. Room rate $ Dining 5IVE The Inn at St. Johns features 5ive Restaurant. Open daily serving breakfast, lunch and dinner. For reservations, please call (734) DOWNTOWN PLYMOUTH Visit for more dining options.

7 MIDWEST and Wealth MANAGEMENT CONFERENCE OCTOBER The Inn at St. Johns Plymouth, Michigan IT S EASY TO REGISTER: Mail: Michigan Bankers Association 507 S. Grand Ave. Lansing, MI Name Name on Badge Title Bank/Firm Address City/State/Zip Phone Golf Handicap (if registering for Golf Outing) Please check here if you have a food allergy or require a vegetarian lunch. Please specify: Online: Fax: (517) Phone: (517) mbaregistrations@mibankers.com METHOD OF PAYMENT (CHECK ONE): Please Invoice (MBA Members only) Check payable to Michigan Bankers Association Charge My: MasterCard Visa AMEX Credit Card Number Exp. Date Signature Print Cardholder Name REGISTRATION FEES: Includes session materials, refreshments and lunches. Early Bird MBA, IBA and OBL Members (register by September 24)...$ Two or More Per Person Rate (registrations must be recieved together before September 24)...$ MBA, IBA and OBL Members (after September 24)...$ One Day Only...$ Additional Exhibitor (in addition to primary exhibitor)...$ Monday Golf Outing (with boxed lunch)...$ Golf Club Rental...$ TOTAL...$ CANCELLATIONS: Registration fees will be refunded, if received by October 1, 2015, less a $25 processing fee. Substitutions are always welcome. Please mbaregistrations@mibankers.com with your request. 7

8 507 S. Grand Ave. Lansing, MI MIBANKERS.COM MIDWEST and Wealth MANAGEMENT CONFERENCE OCTOBER 5-7, 2015 The Inn at St. Johns Plymouth, Michigan A COOPERATIVE EFFORT OF: Michigan Bankers Association Illinois Bankers Association Indiana Bankers Association Ohio Bankers League