Bridgeford’s Upcoming Industry Events: August 2026

Bridgeford Trust Company looks forward to connecting with friends, colleagues, and industry professionals at two upcoming events this August in Chicago and Santa Clara. Through speaking, sponsoring, and exhibiting, we are pleased to participate in these educational programs and share perspectives on South Dakota’s modern trust laws and Bridgeford’s independent, conflict-free approach to trust and fiduciary services.

If you’ll be attending either event, we’d love to connect. Please reach out to coordinate a time to meet with our team while we’re there.

Pinnacle Study Group – August 19-21  |  Chicago

Bridgeford Trust Company is pleased to sponsor the upcoming Pinnacle Study Group, taking place August 19-21 at the University Club of Chicago. Pinnacle brings together experienced business and personal financial planners from across the country to share expertise and support continued professional development.

David Warren, Co-Founder & Chairman of Bridgeford Trust Company, will be attending and speaking on Modern Trust Laws, exploring how progressive trust laws have transformed trust planning for families and their advisors and created opportunities for greater direction, control, and flexibility.

We look forward to connecting with fellow attendees in Chicago and discussing the continued evolution of modern trust planning.

Dates: August 19-21, 2026
Location: University Club of Chicago – Chicago, IL
Learn More: Pinnacle Study Group

Jerry A. Kasner Estate Planning Symposium – August 27-28  |  Santa Clara

Bridgeford Trust Company is pleased to sponsor the Jerry A. Kasner Estate Planning Symposium, taking place August 27–28 at the Santa Clara Convention Center.

Now in its 22nd year, the symposium brings together estate planning attorneys, accountants, financial services professionals, and other industry professionals for two days of education and discussion featuring nationally recognized speakers and subject matter experts.

David Warren and Sydney Warren, Managing Director at Bridgeford, will be in attendance throughout the symposium. If you’re attending, be sure to stop by Bridgeford’s exhibit to meet our team and learn more about our independent approach to trust and fiduciary services and the planning opportunities available under South Dakota law.

Dates: August 27-28, 2026
Location: Santa Clara Convention Center – Santa Clara, CA
Learn More: Jerry A. Kasner Estate Planning Symposium

We always value the opportunity to spend time with the advisors and professionals we work with across the country and look forward to seeing many familiar and new faces in Chicago and Santa Clara.

Follow Bridgeford Trust Company on LinkedIn for event updates, or reach out directly at (605) 224-9189 or via our contact form.