January 8 – 12, 2024
Orlando World Center Marriott Resort
We are looking forward to the upcoming Heckerling Conference and are delighted to be a platinum sponsor of this 58th annual conference. Peak Trust Company serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust plans.
Our leading team of trust experts will be in attendance:
- Amber Gunn-Holt, CTFA
- Andre Sears
- Brandon Cintula, CTFA
- Jeannie Fanning
- Matthew Blattmachr, CFP
- Mariam Hall, CFMP
Come see us at Booth #D1 to meet our team and enjoy handcrafted espresso drinks and sweet treats!
Start 2024 off right by registering for the conference. The conference offers excellent educational sessions and is a great way to connect with colleagues in the industry. For more information and to register for the 58th Annual Heckerling Institute on Estate Planning click here.
