2027 Summer Meeting
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 9 Jun 2027 – 13 Jun 2027
- Venue
- Omni William Penn
- Location
- Pittsburgh, United States
- Format
- In person
- Website
- actec.org
Why 2027 Summer Meeting matters for private client and wealth practitioners
The 2027 Summer Meeting, hosted by The American College of Trust and Estate Counsel (ACTEC), is a premier national gathering designed for trust and estate law professionals. This multi-day event offers attendees a unique opportunity to engage with leading experts, share insights, and discuss the latest developments in wealth planning and estate administration. Throughout the conference, participants will explore critical topics such as wills, trusts, asset management, tax implications, and estate planning for business owners. Additionally, the meeting addresses modern challenges in the field, including the integration of artificial intelligence in trust and estate law, as well as diversity and inclusion initiatives within the legal profession. By attending, legal practitioners, academic fellows, and wealth advisors can enhance their professional expertise, network with peers from across the country, and stay informed about legislative and regulatory updates. This event is essential for anyone looking to deepen their understanding of complex estate planning strategies and trust administration, providing invaluable resources and networking opportunities in a collaborative environment.
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 Summer 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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