Mid-Atlantic Fellows Institute Class V, Session II
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 24 Sept 2026 – 25 Sept 2026
- Location
- Baltimore
- Format
- In person
- Website
- actec.org
Why Mid-Atlantic Fellows Institute Class V, Session II matters for private client and wealth practitioners
This session represents the second part of the fifth class of the Mid-Atlantic Fellows Institute, an initiative developed by the American College of Trust and Estate Counsel (ACTEC). Designed specifically for trust and estate practitioners, the institute aims to develop the next generation of leaders in the field of wills, trusts, and estate planning. The program offers in-depth educational sessions led by experienced ACTEC Fellows, focusing on advanced wealth planning, asset management, tax considerations, and estate administration. By participating in this professional development event, attendees gain valuable insights into complex legal considerations, probate processes, and special needs planning. The institute serves as a critical platform for networking, mentorship, and professional growth, helping trust and estate professionals elevate their practice and better serve their clients. Through comprehensive lectures and collaborative discussions, the event fosters a deeper understanding of current trends and regulatory changes in trust and estate law, ensuring that fellows are well-equipped to navigate the evolving 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 Mid-Atlantic Fellows Institute Class V, Session II.
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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