Who we are:
The Fiduciary Education Foundation was created out of a need to provide expert level continuing education to
trust, wealth management and investment professionals
Our mission is to educate others on current best practices and industry advancements in the areas of trust, estates, market trends, fiduciary litigation and wealth planning or financial planning.
This three-day event combines local and national speakers that present a variety of topics, designed to offer a high number of Continuing Education Credits for Certified Trust and Financial Advisors (CTFA) and Certified Financial Planners (CFP®). It is an opportunity to network and learn from others in the industry. We provide participants with access to our conference sponsors and exhibitors on a one-on-one basis.