Meeting Binders Sponsored by: Tucker Arensberg, P.C.

Transcription

1 Wednesday, Oct. 29, PBA WEALTH MANAGEMENT & TRUST CONFERENCE & EXHIBITION October 29 31, 2014 Hershey Lodge & Convention Center Meeting Binders Sponsored by: Tucker Arensberg, P.C. *2 p.m. 4 p.m. Pre-Conference.Cocoa Suite 2,3,4 Staying Ahead of the Client Experience: Industry Trends and Market Updates CTFA-FID / 2 CPE David Bell Executive Vice President Cannon Financial Institute, Inc. Athens, GA 4 p.m. Registration Registration Office 4 p.m. 6 p.m. Thursday, Oct. 30, 2014 Exhibit Hall Opens.Great Hall: Blue Room Opening Cocktails Great Hall: Blue Room 7:30 a.m. Registration Exhibit Registration Desk Continental Breakfast..Great Hall: Blue Room Sponsored by: BOK Financial - Booth #11 8 a.m. Welcome..Trinidad Room Michael J. Torbert Conference Chairman Vice President National Penn Investors Trust Company Allentown, PA 8:30 a.m. General Session Trinidad Room Let Go, Just Let it Go Kent Rader Kent Rader Speaks, LLC Liberty, MO

2 9:30 a.m. General Session Trinidad Room Regulatory and Legislative Update 1CFP/ 1.25 CTFA FID / 1 sub CLE / Raymond P. Pepe, Esquire & Andrew Gespass, Esquire K & L Gates LLP Harrisburg, PA 10:30 a.m. 11 a.m. Visit Exhibit Hall & Refreshment Break..Great Hall: Blue Room Sponsored by: Fidelity Investments - Booth #5 11:10 a.m. Concurrent Sessions 1) Special Needs Trust - Trinidad Room 1CFP/ 1.25 CTFA FID / 1 sub CLE / Dennis McAndrews, Esquire Shareholder McAndrews Law Offices Berwyn, PA 2) Financial Exploitation/Abuse of the Vulnerable Elderly Magnolia AB 1CFP/ 1.25 CTFA FP / 1 sub CLE / Anita L. Pitock, JD, BSN, RN Lowenthal & Abrams, PC Bala Cynwyd, PA 3) The Affordable Care Act and Its Implications for Fiduciaries Magnolia CD 1CFP/ 1.25 CTFA FP / 1 sub CLE / Patti S. Spencer, Esquire Spencer Law Firm Lancaster, PA 12:15 p.m. Luncheon...Aztec Room Sponsored by: PBA Services Corporation (PBASC) PBA Trust School Update - Phyllis Harmon, Director, PBA Trust School, COO & Director of Personal Trust, LeTort Management & Trust Company PBA Update William C. Marsh, CPA, PBA Chairman, Chairman, President & CEO The Farmers National Bank of Emlenton 1:30 p.m. Concurrent Sessions

3 1) The Role of Your Trust Department as a Retirement Plan Fiduciary - Trinidad Room 1.25 CTFA TAX / 1 sub CLE / Drake D. Nicholas, Esquire Partner Rhoads & Sinon Harrisburg, PA 2) Using a Donor Advised Fund to Better Serve Your Clients - Magnolia AB 1.25 CTFA INV / 1 sub CLE / David Durak Director of Giving American Endowment Foundation Hudson, OH 3) What to Do About Bonds Magnolia CD 1 CFP/ 1.25 CTFA INV / 1 sub CLE / Ralph Divino Senior Vice President Voya Investment Management New York, NY 2:30 p.m. Visit Exhibit Hall & Dessert/Ice Cream Novelty Break Great Hall: Blue Room Sponsored by: Broadridge Financial Solutions - Booth #4 3 p.m. 3:45 p.m. General Session Trinidad Room Political Climate in Pennsylvania and the Nation 1 CTFA FID / Dr. G. Terry Madonna Director for the Center for Politics and Public Affairs Franklin & Marshall College, Floyd Institute of Public Affairs Lancaster, PA 3:45 p.m. 4:45 p.m. General Session Trinidad Room Global Economic Outlook 1 CFP/ 1.25 CTFA INV / Brian Resnick, CFA Vice President - Global Wealth Management PIMCO New York, NY 4:45 p.m. 5:45 p.m Reception & Entertainment Aztec Room Sponsored by: Federated Investors, Inc. - Booth #2

4 Friday, Oct. 31, :30 a.m. Registration Exhibit Registration Desk Continental Breakfast..Great Hall: Blue Room 8 a.m. Welcome Trinidad Room Michael J. Torbert Conference Chairman Vice President National Penn Investors Trust Company Allentown, PA 8:15 a.m. General Session Trinidad Room The Fiduciary Services Industry Leader in Establishing and Maintaining Ethical Standards 1 CFP / 1.25 CTFA ETH/ 1 sub CLE / William C. Ries, Esquire Tucker Arensberg, P.C. Pittsburgh, PA 9:20 a.m. Concurrent Sessions 1) Tax Update Magnolia CD 1 CFP / 1.25 CTFA TAX / 1 sub CLE / Vicky Ann Trimmer, Esq., CPA Persun & Heim, P.C. Mechanicsburg, PA 2) Vendor Risk Management How Much Is Enough- Magnolia AB J. Michael Edison Chief Executive Officer Fortrex Technologies, Inc. Fredrick, MD 3) Becoming a Resource Manager Trinidad Room Jack Hubbard Chairman & Chief Sales Officer St. Meyer & Hubbard Elgin, Illinois 10:30 a.m. Visit Exhibit Hall & Refreshment Break...Great Hall: Blue Room Co-Sponsored by: Vanguard - Booth #36 & SunGard #12

5 11 a.m. Exhibitor Prizes..Trinidad Room 11:15 a.m. General Session..Trinidad Room Paperless, Purposeful Call Planning Jack Hubbard Chairman & Chief Sales Officer St. Meyer & Hubbard Elgin, Illinois 12:45 p.m. Closing Remarks/Adjournment..Trinidad Room Chocolate Give Away - Sponsored by: Proxytrust - Booth #29