2027 Fall Meeting
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 14 Oct 2027 – 17 Oct 2027
- Venue
- The Broadmoor
- Location
- Colorado Springs, United States
- Format
- In person
- Website
- actec.org
Why 2027 Fall Meeting matters for private client and wealth practitioners
The 2027 Fall Meeting, hosted by the American College of Trust and Estate Counsel (ACTEC), is a premier national gathering designed for legal professionals specializing in wealth planning, trust administration, and estate law. Taking place from October 14 to October 17, 2027, at the historic Broadmoor resort in Colorado Springs, Colorado, this multi-day event offers an invaluable platform for peer-to-peer networking, professional development, and high-level educational sessions. Attendees will have the opportunity to explore complex legal issues, including wills, trusts, asset management, taxation, and retirement planning. The conference also addresses specialized topics such as estate planning for business owners, guardianship, and the integration of artificial intelligence in trust and estate law. By bringing together leading trust and estate attorneys, academic fellows, and wealth advisors from across the country, the ACTEC Fall Meeting serves as a critical forum for discussing legislative updates, regulatory changes, and evolving best practices in the field. Participants will gain deep insights into protecting client assets, navigating probate processes, and managing special needs trusts, ensuring they remain at the forefront of the trust and estate legal landscape.
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 Fall 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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