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.

2026 Spring Schedule

All times in ET.

Pre-Work
Tue, May 12
Wed, May 13
Thu, May 14
Fri, May 15
Mon, May 18
Tue, May 19
Wed, May 20
Thu, May 21

Pre-Work

Annuities
Sustainable and responsible investing
Alternative investment products
Environmental liabilities of fiduciaries
Engaging in multigenerational conversations with clients
Education planning for minors
Philanthropic planning

Tue, May 12

12:00 PM – 1:00 PM	Developing a personalized wealth management strategy
1:15 PM – 2:45 PM	Property included on transfer tax returns – Part 1
3:00 PM – 4:30 PM	Property included on transfer tax returns – Part 2

Wed, May 13

12:00 PM – 2:00 PM	Generation-skipping transfer tax
12:15 PM – 3:30 PM	Fiduciary income tax – Part 1
3:00 PM – 5:00 PM	Fiduciary Income Tax – Part 2

Thu, May 14

12:00 PM – 1:15 PM	Estate planning for the business owner – Part 1
1:30 PM – 3:00 PM	Estate planning for the business owner – Part 2
3:15 PM – 4:45 PM	IRAs and qualified retirement plans – Part 1

Fri, May 15

12:00 PM – 1:15 PM	IRAs and qualified retirement plans – Part 2
1:30 PM – 2:45 PM	Post-mortem tax planning – Part 1
3:00 PM – 4:30 PM	Post-mortem tax planning – Plan 2

Mon, May 18

12:00 PM – 1:30 PM	Prudent portfolio management
1:45 PM – 3:15 PM	Investment products – Part 1
3:00 PM – 5:00 PM	Investment products – Part 2

Tue, May 19

12:00 PM – 1:30 PM	Stock selection and analysis
1:45 PM – 3:15 PM	Bill bond selection and analysis
3:00 PM – 5:30 PM	Special needs trusts

Wed, May 20

12:00 PM – 1:30 PM	Life insurance considerations and annuity options – Part 1
1:45 PM – 3:30 PM	Life insurance considerations and annuity options – Part 2
3:45 PM – 5:00 PM	Fundamentals of insurance

Thu, May 21

12:00 PM – 2:15 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