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Security and Privacy Issues for Fiduciaries and Clients

Thursday, February 7, 2019 • 1:00 - 3:00 p.m. ET


The privacy compliance and cybersecurity concerns for fiduciaries and clients include providing personal security for clients and their families as well as the security of physical and electronic data.

Discussion Highlights:

  • Security of written data
  • Security of electronic data
  • Protection against cyberattacks
  • Protection of tangible assets
  • Personal safety steps for clients and fiduciaries

The 2019 Trust and Estate Planning Briefing/Webinar series addresses key topics in estate planning and trust administration and allows participants to earn important continuing education credits. Register for multiple Briefings and save. Recordings are available.

This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.

Speakers:

  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP
 

 Continuing Education Credits

 

ABA Professional Certifications is reviewing this program for continuing education credits for the live program and the recording. 

The Certified Financial Planners Board is reviewing this briefing/webinar for continuing education credits. Recordings are not eligible for CFP credits.

CPE logoThis group-live event is being reviewed for CPE credits for CPAs. Recordings are not eligible for CPE credits. No prerequisites required.

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.

​Questions? Please contact Linda Shepard / Cari Hearn for more information.
 

 Pricing & Purchasing

 

Live Briefing or Recording
​ABA Member • $265
Non-Member • $395

Registration information available soon

Live registration provides a connection for one room where unlimited listeners can be present, and streaming recording access FREE for 7 days.

 

 Audience

 
  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs
 

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