Midwest Trust and Wealth Management Conference 2026
A professional conference for people working in trust and wealth management.
Ann Arbor Marriott Ypsilanti at Eagle Crest
- Date
- October 14, 2026
- Venue
- Ann Arbor Marriott Ypsilanti at Eagle Crest
TL;DR
- The conference starts October 14, 2026, at Ann Arbor Marriott Ypsilanti at Eagle Crest.
- The organizer describes a program for trust officers, wealth advisors, estate planning professionals, investment managers, and financial leaders.
- The supplied event details do not specify ticket pricing, pass inclusions, or attendance totals.
Source: my.illinois.bank/Education-Events/Upcoming-Programs/Career-Training-Events
About
The conference focuses on fiduciary services and brings together professionals in trust, wealth advice, estate planning, investment management, and financial leadership. Its stated aims include education and professional relationship-building among people from across the Midwest. Illinois Bankers Association organizes the 2026 conference.
Who you'll find in the room
Trust officers
Trust officers are among the audience groups identified by the organizer.
Wealth advisors
Wealth advisors are among the audience groups identified by the organizer.
Estate planning professionals
Estate planning professionals are among the audience groups identified by the organizer.
Investment managers
Investment managers are among the audience groups identified by the organizer.
Financial leaders
Financial leaders are among the audience groups identified by the organizer.
Featured speakers
13 listedRob Tiplady
Juliette Peterson
Erin Poston
Britnee Heath
John Shermann
Bruce Ohland
Zach Ball
Rob Beachy
Olivia Haller
Jeff Cobb
Julia Macbeth
John Henry
Erin L. Majka
Venue & travel
Venue
Ann Arbor Marriott Ypsilanti at Eagle CrestQuestions people ask
5 answeredThe conference starts October 14, 2026.
The listed venue is Ann Arbor Marriott Ypsilanti at Eagle Crest.
The organizer identifies trust officers, wealth advisors, estate planning professionals, investment managers, and financial leaders as audience groups.
It is most useful for trust officers, wealth advisors and estate planning professionals at Midwest institutions who want regional peer contact, since the three-day program is run by the Illinois Bankers Association for fiduciary professionals. Professionals outside fiduciary services or outside the Midwest, and vendors seeking a national buyer pool, would get less from a regional association meeting.
Attendees at banking and trust conferences usually wear business professional or business casual, with suits or blazers common in October.
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