2026 Wealth Management and Trust Webinar Suite

12 Webinars • 19.50 CTFA CE Credits

Wealth and trust client demographics, behaviors and relationship models are evolving. Adapt to the changing needs of your clients and stay current on advisory practices with ABA’s Wealth Management and Trust Webinar Suite. Purchase this package of webinars to gain a better understanding of wealth and trust topics, learn how to develop and grow client relationships, dive deep into regulatory updates, and discover timely strategies to meet expanding market demand.

ABA Professional Certification holders receive ABA member pricing and continuing education credits.

Webinars in this series

Live webinars begin February 2026 and continue every month through December 2026.

Attend the live sessions to get your questions answered or engage on-demand with the included recordings.

Dates and topics will be added in Fall 2025.

New in 2026 – choose the package that works best for you

• Full webinar suite – 12 webinars from February to December 2026
• Wealth Management suite: four webinars for wealth management, financial planning and building client relationships
• Trust Administration suite: four webinars focused on estate planning, tax law, and fiduciary issues

Speakers

Webinars are led by industry leaders including:

• Thomas W. Abendroth, Partner, ArentFox Schiff LLP
• Kathleen Burns Kingsbury, President and CEO, KBK Wealth Connection
• Stephen W. Murphy, Partner, McGuireWoods LLP

Audience

• Wealth Management Advisors
• Wealth Managers
• Trust and Fiduciary Advisors
• Trust Officers
• Estate Planners
• Trust Counsel
• Trust Department Managers
• Private Bankers
• Trust Tax Professionals
• Financial Planners
• CTFAs, CISPs, CRSPs, CPAs, CFPs

Credits

ABA Professional Certifications: 19.50 CTFA

The Certified Financial Planners Board is reviewing this live webinar series. 16 CFP credits are pending approval. Recordings are not eligible for CFP credits.

This intermediate level, Group Internet-based webinar is eligible for 19.2 CPEs for CPAs (various fields of study). Recordings are not eligible for CPE credits.

Prerequisite — Attendees should have background knowledge of the field of wealth management and trust within the financial services industry.

Advanced Preparation — None

For more information regarding refund, complaint and program cancellation policies, contact American Bankers Association at 1-800-BANKERS.

Credits are subject to change.

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.