Trust Advisors Institute

Trust Advisors Institute

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2021 Institute Canceled

The 2021 Trust Advisors Institute has been canceled out of an abundance of caution due to COVID-19 concerns.  We encourage you to revisit this site in the fall of 2021.  You will be able to register online for the 2022 Trust Advisors Institute, which will be held June 3-12.

Program overview

Trust Advisors Institute (TAI) is an exceptional educational opportunity—whether you’re a seasoned veteran looking to “brush up” on current practices and policies, or a newcomer seeking a comprehensive overview of the issues in your field.

For more than five decades, the Trust Advisors Institute has helped thousands of the nation’s trust and wealth management professionals enrich their knowledge, expand their careers and grow their institutions.

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