ProTrustee is heading to Texas and California this May to connect with the professional fiduciary community. Whether you are attending the ITA 10th Anniversary Annual Conference in Dallas (May 13–15) or the PFAC 31st Annual Educational Conference in Sacramento (May 27–30), let's compare notes on scaling operations, managing compliance risk, and navigating the day-to-day challenges of trust administration.
Book 20 minutes with Brandon, Founder and CEO of ProTrustee, to talk through what's working in your practice, what's not, and where the industry is heading.
