Bridgeford Trust Company is looking forward to sponsoring the annual Heckerling Institute on Estate Planning from January 8-12, 2024 in Orlando, Florida again this coming year. Each year, we look forward to getting together with friends and colleagues in the industry as we share ideas and learn about what’s happening in the trust industry.
If you are attending, we encourage you to learn more about our activity at Heckerling 2024 below as you can attend our sponsored receptions and visit with our leadership team at our exhibit booth!
Pre-Institute Golf and Reception – January 7, 2024
Join us on Sunday, January 7 for a golf outing and cocktail reception in advance of the 2024 Heckerling Institute on Estate Planning. This event is sponsored by Bridgeford Trust Company, Nelson Mullins, Madison Insurance Group, and Reid CPAs and includes an afternoon of complimentary golf at the Rees Jones golf course followed by food and drinks at the Waldorf Astoria Golf Club, located at 14224 Bonnet Creek Resort Lane, Orlando, FL 32821.
Golf is scheduled to begin at 12:40pm and the reception will follow at 4:30pm. If you would like to opt out of golf, you are more than welcome to join us at the reception. Click here to RSVP.
Bridgeford Fireside Chat & Reception – January 9, 2024
Come with your opinions and perspectives to share in a lively and highly interactive discussion about the present and future state of the U.S. fiduciary industry at this reception hosted by Bridgeford Trust Company. Join us along with advisors and thought leaders from across the country and around the world for a time of idea sharing and networking while we enjoy various hors d’oeuvres and drinks.
Our reception will be held on Tuesday, January 9 from 6:00-7:30pm in Crystal G1 on the convention floor at Orlando World Center Marriott (8701 World Center Drive, Orlando, FL 32821). Click here to RSVP.
Exhibit Booth #400 – January 8-12, 2024
Stop by our exhibit booth (#400) while you’re attending the conference to visit with our team and learn why South Dakota is routinely ranked among the best trust jurisdictions in the United States. We will also be raffling off a must-have prize so be sure to stop by to check it out and drop your business card for a chance to win!
While visiting our booth, you can:
- Discuss the South Dakota advantage and modern trust law solutions around asset protection, privacy, and tax planning.
- Discover how Bridgeford Trust Company is embracing the new trust industry paradigm with a conflict-free, personalized, and non-institutionalized approach.
- Exchange ideas and information while meeting directly with our leadership team.
Questions?
For more information about our activity at Heckerling or to set up a time to meet with our team, please contact Melissa Roberson, Global Marketing & Digital Media Director with Bridgeford at mroberson@bridgefordtrust.com.
We look forward to seeing you in Orlando!
