Shaun Fedder, Sherrie Cochran, Victoria Duda, and Chad Perrine proudly represented SMBT at the Midwest Trust and Wealth Management Conference, diving into some of the most pressing and innovative topics shaping the financial services landscape.

 

The conference covered a wide range of subjects, including:

• Artificial Intelligence and its growing role in financial decision-making
• The Uniform Power of Attorney Act, offering clarity and consistency in legal authority
• Digital Assets, highlighting the evolving nature of wealth in the digital age
• Land & Energy Assets, exploring strategies for managing tangible resources
• Social Security, with updates and insights critical to client planning

By engaging in these topics, the team gained valuable knowledge to better serve not only SMBT clients but also the broader community. Their participation reflects SMBT’s ongoing commitment to professional growth, innovation, and excellence in service.

 

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