2029 Annual Meeting
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 28 Feb 2029 – 4 Mar 2029
- Venue
- The Boca Raton
- Location
- Boca Raton, United States
- Format
- In person
- Website
- actec.org
Why 2029 Annual Meeting matters for private client and wealth practitioners
The 2029 Annual Meeting, hosted by the American College of Trust and Estate Counsel (ACTEC), is a premier national gathering scheduled to take place in Boca Raton, Florida, from February 28 to March 4, 2029. This prestigious event serves as a vital hub for trust and estate professionals, wealth advisors, and legal scholars to explore the latest developments in estate planning, asset management, and tax law. Attendees will have the opportunity to engage in deep discussions regarding wills, trusts, retirement planning, and probate administration. Additionally, the conference addresses modern challenges in the field, including the integration of artificial intelligence in trust and estate law, as well as critical topics like special needs planning and guardianship. By bringing together leading experts and fellows, the ACTEC Annual Meeting fosters collaboration, professional growth, and the advancement of legal standards in wealth planning. It is an essential event for anyone looking to stay at the forefront of private client practice and estate law.
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 2029 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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