Integrating Investment and Wealth Management Services 2024 Study Group Registration

Kehrer Group has formed a study group of executives who are responsible for managing all of the wealth management businesses in their institution – Trust, asset management, and retail securities. The objective is to share best practices and look to find ways to better integrate the delivery of financial advice across the banking enterprise, improve the client experience, and capture a greater share of the opportunity.

2024 Integrating Investment and Wealth Management Services Study Group

June 4–5, 2023

Chapel Hill, NC


Our study groups offer a valuable and efficient opportunity to leverage the experience and knowledge of your peers and industry experts at no cost—thanks to our sponsors, travel expenses up to $600, hotel accommodations, and group meals are complimentary for bank and credit union participants. This meeting will be held at a location to be determined in the Chapel Hill area.


This study group would not be possible without the support of our sponsors. We acknowledge these organizations for their thought leadership and support.