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Curriculum | Wealth and Trust School Level 2

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Continue to refine and augment your skills at 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

Schedule

All times are in ET.

  • Wednesday, October 13

  • Thursday, October 14

  • Friday, October 15

  • Monday, October 18

  • Wednesday, October 20

  • Friday, October 22

Wednesday, October 13

12:00 PM - 1:45 PM

Federal Estate Tax

2:00 PM - 3:45 PM

Generation-Skipping Transfer Tax

Thursday, October 14

12:00 PM - 2:45 PM

Fiduciary Income Tax

2:45 PM - 3:15 PM

Assessment and Assessment Review (Breakout Groups)

3:30 PM - 5:00PM

Post-Mortem Tax Planning

5:00 PM - 5:30 PM

Assessment and Assessment Review (Breakout Groups)

Friday, October 15

12:00 PM - 1:45 PM

Estate Planning for the Business Owner

1:45 PM - 2:15 PM

Assessment and Assessment Review (Breakout Groups)

2:30 PM - 3:45 PM

Introduction to Trust Administration

3:45 PM - 4:15 PM

Assessment and Assessment Review (Breakout Groups)

Monday, October 18

12:00 PM - 1:00 PM

Special Needs Trusts

1:15 PM - 2:15 PM

Developing a Personalized Wealth Management Strategy

2:15 PM - 2:45 PM

Assessment and Assessment Review (Breakout Groups)

3:00 PM - 4:15 PM

Prudent Portfolio Management

4:15 PM - 4:45 PM

Assessment and Assessment Review (Breakout Groups)

Wednesday, October 20

12:00 PM - 12:45 PM

Stock Selection and Analysis

12:45 PM - 1:15 PM

Assessment and Assessment Review (Breakout Groups)

1:30 PM - 2:30 PM

Bond Selection and Analysis

2:30 PM - 3:00 PM

Assessment and Assessment Review (Breakout Groups)

3:00 PM - 4:30 PM

Investment Products

4:30 PM - 5:00 PM

Assessment and Assessment Review (Breakout Groups)

Friday, October 22

12:00 PM - 1:00 PM

Planning Considerations for Life Insurance

1:00 PM - 1:30 PM

Assessment and Assessment Review (Breakout Groups)

1:45 PM - 2:45 PM

Life Insurance Policies

2:45 PM - 3:15 PM

Assessment and Assessment Review (Breakout Groups)

3:30 PM - 4:30 PM

Fundamentals of Insurance

4:30 PM - 6:00 PM

IRAs and Qualified Retirement Plans

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.

Keep Me Informed

Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.