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

Information Session

Learn more about the schools in a recent session with members of the school’s advisory board and ABA staff.

Watch Recording

Passcode: oK+#Bp60

2024 Fall Schedule

All times in ET.

Mon, Nov 4
wed, nov 6
Thu, Nov 7
Tue, Nov 12
wed, nov 13
Thu, Nov 14

Mon, Nov 4

10:30 AM – 11:15 AM	Developing a Personalized Wealth Management Strategy
11:15 AM – 12:00 PM	Break
12:00 PM – 2:30 PM	Property Included on Transfer Tax Returns
2:45 PM – 4:45 PM	Generation-Skipping Transfer Tax

wed, nov 6

10:30 AM – 12:00 PM	Fiduciary Income Tax – Part 1
12:00 PM – 12:45 PM	Break
12:45 PM – 2:00 PM	Fiduciary Income Tax – Part 2
2:15 PM – 5:00 PM	Estate Planning for the Business Owner

Thu, Nov 7

10:30 AM – 1:00 PM	Post-Mortem Tax Planning
1:00 PM – 1:45 PM	Break
1:45 PM – 4:00 PM	Special Needs Trusts

Tue, Nov 12

10:30 AM – 12:30 PM	Investment Products
12:30 PM – 1:15 PM	Break
1:15 PM – 2:45 PM	Stock Selection and Analysis
3:00 PM – 4:30 PM	Bond Selection and Analysis

wed, nov 13

10:30 AM – 12:00 PM	Prudent Portfolio Management
12:00 PM – 12:45 PM	Break
12:45 PM – 3:30 PM	IRAs and Qualified Retirement Plans
3:45 PM – 4:45 PM	Fundamentals of Insurance

Thu, Nov 14

10:30 AM - 11:45 AM	Planning Considerations for Life Insurance
11:45 AM – 12:30 PM	Break
12:30 PM – 1:45 PM	Life Insurance Policies
2:00 PM – 3:45 PM	Capstone Case Study

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.

Curriculum | Wealth and Trust School Level 2