Conference Materials

2022

Trust Regulatory and Legislative Update

Monday, May 2, 2022 1:00 PM - 2:00 PM

Speaker

Timothy E. Keehan

Vice President and Senior Counsel
Financial Intuitions Policy & Regulatory Affairs
AMERICAN BANKERS ASSOCIATION Washington, D.C.

Speaker Bio

Session Description

Hear from the American Bankers Association about the latest legislative and regulatory initiatives in Washington, DC impacting the trust and wealth management industry and what wealth management professionals can expect as the year unfolds. Topics will include Congress' ongoing consideration of significant retirement and wealth management legislation and regulatory policies and proposals on fiduciary status, IRA rollovers, ESG investing, and custody of crypto-currencies.

Session Material

Presentation