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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
August 14, 2018
ETFs: What, Who, Where, How, Why

$210/$310

CSOP
Date TBA
Connecting Health with Financial Wellness: Simple is the New Smart

$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*
Issues that Arise with Grantor Trusts Sep 6
CTFA
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
 

 Featured Offering

 

NEW! 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!

 

 Recent Recordings

 
Please note: Recordings are not eligible for CPE credits for CPAs or CFP credits.
Recording Title Mem/Non ABA CEs
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
IRAs: Beyond the DOL Fiduciary Rule $235/$365 CTFA, CISP, CRSP, CSOP
 

 Additional Resources

 

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