2025 KBA Trust Conference

10:00 - 10:45 a.m.  Registration

10:00 - 3:30 p.m.  Sponsor Exhibits Open

10:45 - 11:00 a.m.  Welcome and Announcements

11:00 - 12:00 p.m.  Maximizing Retirement Savings with SECURE 2.0: Strategic Financial Planning, Tax Implications, and Practical Applications - Larry Divers, Cannon Financial

12:00 - 1:00 p.m.  Lunch and Sponsor Tradeshow

1:00 - 2:00 p.m.  Opening Up Private Markets: A Revolutionary Shift for Asset Managers and Trust Investors - Larry Divers, Cannon Financial

2:00 - 2:30 p.m.  Introduction of Business Partners & Refreshment Break

2:30 - 3:30 p.m.  Hot Fiduciary Compliance Topics for Trustees - Patrick Alyward, TRUSTWorthy Consultants

3:30 - 3:45 p.m.  Refreshment Break

3:45 - 4:45 p.m.  Economic and Market Outlook - John Tousley, CFA, Goldman Sachs

4:45 - 5:15 p.m.  KBA Trust Division Annual Meeting

5:15 - 6:15 p.m.  Reception

7:30 - 8:25 a.m.  Buffet Breakfast/Sponsor Tradeshow Open

8:30 - 9:30 a.m.  The Children of the Revolution: Digital Revolution, Millennials and a Secular Bull Market - Steve Chiavarone, Federated Hermes

9:30 - 9:45 a.m.  Refreshment Break

9:45 - 10:45 a.m.  The Richest Man in Town - V.J. Smith, Author

10:45 - 11:00 a.m.  Refreshment Break

11:00 - 12:00 p.m.  Elevate Your Conversations with the 2025 Guide to Retirement - Michael Conrath, J.P. Morgan Asset Management

12:00 p.m.  Conference Adjourns