Curriculum | Wealth and Trust School Level 2 | American Bankers Association

Continue to refine and augment your skills at the Wealth and Trust School Level 2. You will build upon and expand on basic concepts in the context of the financial lifecycle. Participants will discuss:

Tax Planning
Estate Planning
Special Needs Trust
Portfolio Management
Stocks, Bonds and Investments
Insurance

We’re working on this school’s Fall 2024 program. To see the types of session you can expect, check out the Spring 2024 program.

2024 Schedule

Mon, Mar 18
Tue, Mar 19
Wed, Mar 20
Thurs, Mar 21
Fri, Mar 22

Mon, Mar 18

7:00 AM – 8:30 AM	Breakfast
7:00 AM – 8:30 AM	Registration
8:30 AM – 8:45 AM	Welcome and School Overview
8:45 AM – 9:30 AM	Developing a Personalized Wealth Management Strategy
9:45 AM – 11:45 AM	Special Needs Trusts
11:45 AM – 1:00 PM	Lunch
1:00 PM – 2:00 PM	Fundamentals of Insurance
2:15 PM – 3:30 PM	Planning Considerations for Life Insurance
3:45 PM – 5:00 PM	Life Insurance Policies
5:00 PM – 6:00 PM	Reception

Tue, Mar 19

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 10:30 AM	Property Included on Transfer Tax Returns
10:45 AM – 12:45 PM	Generation-Skipping Transfer Tax
12:45 PM – 2:00PM	Lunch
2:00 PM – 5:00 PM	Fiduciary Income Tax

Wed, Mar 20

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 10:15 AM	Post-Mortem Tax Planning
10:30 AM – 12:00 PM	Bond Selection and Analysis
12:00 PM – 1:15 PM	Lunch
1:15 PM – 2:45 PM	Stock Selection and Analysis
3:00 PM – 5:30 PM	Estate Planning for the Business Owner
5:30 PM – 8:00 PM	Mid-Week Celebration

Thurs, Mar 21

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 9:30 AM	Prudent Portfolio Management
9:45 AM – 11:45 AM	Investment Products
11:45 AM – 1:15 PM	Lunch
1:15 PM – 1:30 PM	ABA Membership Presentation
1:30 PM – 4:15 PM	IRAs and Qualified Retirement Plans

Fri, Mar 22

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 9:30 AM	Secure Act 2.0
9:45 AM – 11:30 AM	Capstone Case Study
11:30 AM – 11:45 AM	School Wrap-up

Curriculum | Wealth and Trust School Level 2