Security and Privacy Issues for Fiduciaries and Clients

Thursday, February 1, 2018 • 1:00 - 2:30 p.m. ET


2.0 CTFA, 2.0 CSOP

The 2018 Trust and Estate Planning Series will provide you and your staff with critical information on estate planning and trust administration topics. This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.

The security concerns for fiduciaries and clients include providing personal security for clients and their families as well as security of physical and electronic data. Get your questions answered in this 90-minute Briefing.

This Briefing will focus on:

  • Security of written data
  • Security of electronic data
  • Protection against cyberattacks
  • Protection of tangible assets
  • Personal safety steps for clients and fiduciaries

Speakers:

  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

 

 

 Continuing Education Credits

 
ABA Professional Certifications approved this program for 2.0 CTFA and 2.0 CSOP continuing education credits for the live program and the recording. 

The Certified Financial Planners Board has granted 1.5 credits for this Briefing.

CPE logoThis group-live event is eligible for 1.5 CPE credits for CPAs (Business Management & Organization). Recordings are not eligible for CPE credits. No prerequisites required.

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.
​​Questions? Please contact Linda Shepard / Cari Hearn for more information.
 

 Pricing & Purchasing

 

Live Briefing or Recording
ABA Member • $235
Non-Member • $365

Live registration provides a connection for one room where unlimited listeners can be present, and streaming recording access FREE for 7 days.

 

 Who Should Attend

 
  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs
 

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