2025 Wealth Management and Trust Webinar Suite

16 Webinars •  26.75 CTFA CE Credits

Wealth and trust client demographics, behaviors and relationship models are evolving. Adapt to the changing needs of your clients and stay current on advisory practices with ABA’s Wealth Management and Trust Webinar Suite. Purchase this package of webinars to gain a better understanding of wealth and trust topics, learn how to develop and grow client relationships, and discover timely strategies to meet expanding market demand.

ABA Professional Certification holders receive ABA member pricing and continuing education credits.

Webinars in this series

• Economic Horizons: What Wealth Advisors Need to Know for 2025, January 23, 2025
• Planning with Retirement Accounts After the Secure Act, February 12, 2025
• How Your Client’s Money History Affects Financial Planning, February 18, 2025
• Decanting Deep Dive, March 6, 2025
• Impact of the Election on Future Tax Legislation, April 3, 2025
• How to Communicate Your Value with Confidence, April 9, 2025
• Fiduciary Litigation Annual Review (2025), May 1, 2025
• Post-Mortem Publicity Rights, June 5, 2025
• Wealth Management and Trust Services Through the Financial Advisors Lens, June 24, 2025
• AI: How Advisors are Evolving, July 22, 2025
• A Comprehensive Look at Formula Valuation Clauses, September 4, 2025
• Master Conversations on Advisory Fees, September 11, 2025
• Directed Trusts Revisited, October 2, 2025
• Developments in the Treatment of Trusts in Divorce, November 6, 2025
• The Power Mindset in Achieving Client Success, November 19, 2025
• Recent Developments: 2025 Estate and Trust Administration, December 4, 2025

Speakers

Webinars are led by industry leaders including:

• Thomas W. Abendroth, Partner, ArentFox Schiff LLP 
• Kathleen Burns Kingsbury, President and CEO, KBK Wealth Connection
• Stephen W. Murphy, Partner, McGuireWoods LLP
• Dave Coffaro, Principal, Strategic Advisory Consulting Group
• Amanda E. Agati, CFA, Chief Investment Officer, Executive Vice President, PNC Asset Management Group

Audience

• Wealth Management Advisors  
• Wealth Managers  
• Trust and Fiduciary Advisors  
• Trust Officers  
• Estate Planners  
• Trust Counsel  
• Trust Department Managers  
• Private Bankers  
• Trust Tax Professionals  
• Financial Planners
• CTFAs, CISPs, CRSPs, CPAs, CFPs

Credits

ABA Professional Certifications: 26.75 CTFA, 5.25 CISP, 8.5 CRSP

The Certified Financial Planners Board is reviewing this live webinar series. 20.5 CFP credits are pending approval. Recordings are not eligible for CFP credits.

This intermediate level, Group Internet-based webinar is eligible for 24.6 CPEs for CPAs (various fields of study). Recordings are not eligible for CPE credits.

Prerequisite — Attendees should have background knowledge of the field of wealth management and trust within the financial services industry.

Advanced Preparation — None

For more information regarding refund, complaint and program cancellation policies, contact American Bankers Association at 1-800-BANKERS.

Credits are subject to change.

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.