2024 Wealth Management and Trust Webinar Series

16 Webinars | 26.75 CTFA CE Credits

Adapt to client needs with leading advisory practices and actionable strategies.

Learn from the industry's best:

Thomas W. AbendrothPartnerArentFox Schiff LLP
Lisa R. FeatherngillSVP and National Director of Wealth PlanningComerica Wealth Management
Kathleen Burns KingsburyWealth Psychology Expert, Author, FounderKBK Wealth Connection

Stay relevant in today’s client landscape.

Elevate how you develop and grow client relationships and seize opportunities to meet growing market demand. You’ll hone your expertise and earn continuing education credits at your convenience.

Client RelationshipClient Communication
What Every Advisor Needs to Know to Be SuccessfulApril 23, 2024Avoid common mistakes advisors can make with their clients and careers. In this webinar, discover 3 things you need to know to be successful when working with clients and building your career.
Taxation IssuesTrust Administration

Fiduciary Litigation Annual Review (2024)

May 2, 2024A panel of trust litigation attorneys conducts an annual review of current key fiduciary issues being addressed by the courts and provides advice on how to avoid associated risks.
Wealth AdvisingEstate Tax

Asset Rich, Cash Poor: Planning for the Illiquid Estate

June 6, 2024
Client CommunicationEmotional Intelligence

Get More Comfortable with Uncomfortable/ Difficult Client Conversations

July 16, 2024
Taxation IssuesMulti-national Estate Management

Planning Challenges for Families with Multi-National Family Members or Assets

September 5, 2024
Client CommunicationEmotional Intelligence

Couples and Conflict: Tactics for Identifying and Managing Differences

September 17, 2024
Estate Tax LawWealth Advising

Sunset 2025? Planning with the Estate Tax Exclusion Given Future Uncertainty

October 3, 2024
Trust AdministrationConflict Management

Managing Conflicts in a Trust

November 07, 2024
Philanthropy Wealth Advising

Strategic Philanthropy in 2025 - New Year Conversations for Advisors

November 14, 2024
Estate Tax LawEstate Planning Regulation

Recent Developments in Estate and Trust (2024)

December 5, 2024
Investment ManagementEstate Tax

2025 Post-Election Implications for Wealth Clients

December 17, 2024
Wealth AdvisingAsset Allocation

Advisor Insights: 2024 Market and Economic Outlook

Aired on January 18, 2024
Estate TaxTrust Administration

The Role of Multigenerational Planning in Your Estate Plan

Aired on February 8, 2024
Wealth TransferTrust Administration

Estate Planning for the Modern Family

Aired on March 7, 2024
Taxation IssuesClient Communication

What Clients Need to Know to Manage Their Taxes in 2024

Aired on March 14, 2024

Future-Focused Training for Bankers

Despite an uncertain regulatory environment, the U.S. banking system remains the envy of the world. In 2023 — as it has been for nearly 150 years — ABA remained a consistent bedrock to help bankers adapt, upskill and prepare.

Purchase This Package of Webinars

ABA Member Price: $2,650
Non-Member Price: $3,450

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American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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