STEP LatAm Conference
Post-conference follow-up playbook for private client and wealth practitioners.
- Dates
- 16 Sept 2026 – 18 Sept 2026
- Format
- In person
- Website
- step.org
Why STEP LatAm Conference matters for private client and wealth practitioners
The STEP LatAm Conference is a major professional event scheduled for 16-18 September 2026, organized under the auspices of STEP, also known as the Society of Trust and Estate Practitioners. This conference is designed to bring together trust and estate professionals, legal advisors, and wealth management experts focused on the Latin American region. Over the course of three days, from 16 September 2026 to 18 September 2026, attendees will participate in sessions that offer continuing professional development (CPD) points, helping them maintain their professional standards and qualifications. The event provides a platform for networking, discussing regional industry developments, and sharing expertise in trust and estate planning. By facilitating connections among practitioners, the conference supports STEP's broader mission of promoting high professional standards and education within the trust and estate sector globally. Interested participants can register for the event or contact the organizers via the dedicated conference email address to secure their place at this important regional gathering.
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 STEP LatAm Conference.
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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