2027 Annual Meeting
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 28 Feb 2027 – 4 Mar 2027
- Location
- Grand Wailea, United States
- Format
- In person
- Website
- actec.org
Why 2027 Annual Meeting matters for private client and wealth practitioners
The 2027 Annual Meeting, hosted by the American College of Trust and Estate Counsel (ACTEC), is a premier gathering designed for trust and estate professionals, wealth advisors, and legal academics. Scheduled to take place in Wailea, Hawaii, this multi-day national conference offers an invaluable platform for attendees to explore the latest developments, strategies, and legal considerations in wealth planning. Participants will engage in deep-dive discussions surrounding critical industry topics, including wills and trusts, asset management, tax implications, and estate planning tailored for business owners. Additionally, the event will address complex areas such as retirement planning, probate administration, special needs trusts, and guardianship. By bringing together leading experts and fellows from across the country, the meeting fosters collaborative learning and professional growth, ensuring that practitioners remain at the forefront of trust and estate law. Attendees will benefit from networking opportunities, educational sessions, and insights into emerging trends like artificial intelligence in legal practice, making it an essential event for anyone dedicated to the field of estate and trust advisory.
Your post-conference follow-up playbook
Snap a photo of every business card you collect, upload it to Conference Networker, and we'll extract the contacts and draft personalised messages from your templates — ready to send by email or LinkedIn. You can use it before the conference too, reaching out to the attendees you want to meet in advance, not just for follow-up afterwards.
Follow up super fast after the 2027 Annual Meeting.
Scan the stack of business cards you collected, and send personalised follow-ups (through email or LinkedIn) in a few clicks.
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