Wealth Management/Trust Briefings

Trust and wealth management Briefings and webcasts inform and update your team on timely topics and provide practical solutions, so you can provide better customer solutions, and better perform in this financial climate.

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Upcoming Wealth/Trust Briefings

Save 10% when purchasing $400 or more of Briefings/recordings! Use coupon code LISTEN2LEARN

Title	Mem/Non	ABA CEs
November 13, 2018 HSAs, the Fiduciary Rule and Congress: Connecting Health and Wealth	$210/$310	CTFA, CRSP

2018 Trust Series

Purchase individually or choose more to save Member Non-Member

ABA's 2018 Trust and Estate Planning Briefing Series features tenured teachers from the ABA Trust Schools, Charles "Skip" D. Fox, IV, partner, McGuireWoods LLP and Thomas W. Abendroth, partner, Schiff Hardin LLP discussing critical information on a variety of estate planning and trust administration topics. *Additional credit opportunities also available.

2018 Series Titles	Live Date	ABA CEs*
Decanting Issues	Oct 4	CTFA
Prudent Investment Rule and Concentration Issues	Nov 1	CTFA
Recent Developments in Estate and Trust Administration	Dec 6	CTFA, CISP, CRSP
Recordings Now Available
The Impact of the 2017 Tax Act: What Trusts and Estates Professionals Need to Know	Feb 1	CTFA, CISP, CRSP
Annual Exclusion Gifts and Other Gifting Strategies	Mar 1	CTFA, CISP
Trustee's Duty to Account and Disclose	Apr 5	CTFA, CISP, CRSP
Fiduciary Litigation Workshop	May 3	CTFA, CRSP
Ethical Issues for Trust Professionals	Jun 7	CTFA, CISP, CRSP, CSOP
Issues that Arise with Grantor Trusts	Sep 6	CTFA

Featured Offering

Recorded Briefings Suites

Stay informed on key topics in estate planning and trust administration with one of these recorded briefings series. Save 35-42% when purchasing a suite, and ABA certification holders earn needed continuing education credits!

IRA Services Suite - Earn 12 CISP credits from 5 recorded briefings
Retirement Services Suite - Earn 12 CRSP credits from 5 recorded briefings
Securities Operations Services Suite - Earn minimum of 6.25 CSOP credits from 4 recorded briefings
Trust & Financial Advisors Services Suite - Earn 21.5 CTFA credits from 9 recorded briefings

Recent Recordings

Please note: Recordings are not eligible for CPE credits for CPAs or CFP credits.

Recording Title	Mem/Non	ABA CEs
ETFs: What, Who, Where, How, Why	$210/$310	CSOP
Anatomy of Class Action Claim Filing	$210/$310	CSOP
Life Cycle of a Trade	$210/$310	CSOP
Understanding How Properly to Value Closely Held Businesses Held in IRA and Other Fiduciary Accounts	$210/$310	CTFA, CISP, CRSP
Corporate Actions	$210/$310	CCTS, CSOP, CERP
Recent Developments in Estate and Trust Administration	$265/$395	CTFA, CISP, CRSP
Planning for the Elderly. What Can and Should Be Done for an Increasingly Aging Population	$265/$395	CTFA
A New Look at Distribution Standards	$265/$395	CTFA, CISP, CRSP
Robo-Advisors - What Do They Mean for the Wealth Industry?	$235/$365	CTFA, CISP, CRSP, CSOP
Retirement Benefits	$265/$395	CTFA, CISP, CRSP

Additional Resources

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