Western Fellows Institute Class I, Session I
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 29 Jul 2026 – 31 Jul 2026
- Location
- Portland, United States
- Format
- In person
- Website
- actec.org
Why Western Fellows Institute Class I, Session I matters for private client and wealth practitioners
The Western Fellows Institute Class I, Session I is an educational event organized by the American College of Trust and Estate Counsel (ACTEC) Fellows from the Western region, including Alaska, Arizona, California, Hawaii, Nevada, Oregon, and Washington. This program is specifically designed to cultivate and prepare the next generation of leaders within the trust and estate legal profession. To achieve this, the session features a comprehensive series of advanced, in-depth educational presentations. These sessions are conducted by highly regarded subject matter experts who possess deep expertise in their respective areas. The curriculum and broader focus of ACTEC encompass critical aspects of wealth planning and estate law. Key topics typically relevant to these professionals include wills and trusts, asset management, taxation, and estate planning tailored for business owners. Additionally, the field covers retirement planning, probate processes, special needs planning, guardianship, and the emerging impact of artificial intelligence on trust and estate law. By participating in this institute, attendees gain valuable insights and tools necessary to excel as wealth planning professionals and future leaders in the field.
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 Western Fellows Institute Class I, Session I.
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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