In This Section
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. Participants will discuss:
We’re working on this school’s Fall 2024 program. To see the types of session you can expect, check out the Spring 2024 program.
Mon, Mar 18
7:00 AM – 8:30 AM | Breakfast |
7:00 AM – 8:30 AM | Registration |
8:30 AM – 8:45 AM | Welcome and School Overview |
8:45 AM – 9:30 AM | Developing a Personalized Wealth Management Strategy |
9:45 AM – 11:45 AM | Special Needs Trusts |
11:45 AM – 1:00 PM | Lunch |
1:00 PM – 2:00 PM | Fundamentals of Insurance |
2:15 PM – 3:30 PM | Planning Considerations for Life Insurance |
3:45 PM – 5:00 PM | Life Insurance Policies |
5:00 PM – 6:00 PM | Reception |
Tue, Mar 19
7:00 AM – 8:00 AM | Breakfast |
8:00 AM – 10:30 AM | Property Included on Transfer Tax Returns |
10:45 AM – 12:45 PM | Generation-Skipping Transfer Tax |
12:45 PM – 2:00PM | Lunch |
2:00 PM – 5:00 PM | Fiduciary Income Tax |
Wed, Mar 20
7:00 AM – 8:00 AM | Breakfast |
8:00 AM – 10:15 AM | Post-Mortem Tax Planning |
10:30 AM – 12:00 PM | Bond Selection and Analysis |
12:00 PM – 1:15 PM | Lunch |
1:15 PM – 2:45 PM | Stock Selection and Analysis |
3:00 PM – 5:30 PM | Estate Planning for the Business Owner |
5:30 PM – 8:00 PM | Mid-Week Celebration |
Thurs, Mar 21
7:00 AM – 8:00 AM | Breakfast |
8:00 AM – 9:30 AM | Prudent Portfolio Management |
9:45 AM – 11:45 AM | Investment Products |
11:45 AM – 1:15 PM | Lunch |
1:15 PM – 1:30 PM | ABA Membership Presentation |
1:30 PM – 4:15 PM | IRAs and Qualified Retirement Plans |
Fri, Mar 22
7:00 AM – 8:00 AM | Breakfast |
8:00 AM – 9:30 AM | Secure Act 2.0 |
9:45 AM – 11:30 AM | Capstone Case Study |
11:30 AM – 11:45 AM | School Wrap-up |
Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.