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Rocky Mountain Fellows Institute Class II, Session II

Post-conference follow-up playbook for private client and wealth practitioners.

Dates
17 Mar 2027 – 19 Mar 2027
Location
Dallas
Format
In person
Website
actec.org

Why Rocky Mountain Fellows Institute Class II, Session II matters for private client and wealth practitioners

The Rocky Mountain Fellows Institute Class II, Session II is an educational event hosted by the American College of Trust and Estate Counsel (ACTEC). This program is designed to provide advanced instruction and professional development for trust and estate practitioners. As part of the ACTEC Fellows Institutes, the session aims to develop the skills of future leaders in the trust and estate legal field. Attendees will have the opportunity to learn from experienced fellows and legal professionals, deepening their understanding of complex estate planning, wealth management, and trust administration topics. The event serves as a critical platform for networking, mentorship, and peer collaboration among trust and estate lawyers in the Rocky Mountain region and beyond. By participating in this session, attendees can enhance their legal expertise, stay updated on current industry trends, and build lasting professional relationships within the ACTEC community. This session is a key component of ACTEC's commitment to fostering excellence and education in trust 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 Rocky Mountain Fellows Institute Class II, 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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