The 2026 Wealth Management and Trust Webinar Series is Here!
| Client demographics, expectations, and relationship models in wealth and trust services continue to evolve. Stay ahead of these shifts and strengthen your advisory approach with ABA’s Wealth Management and Trust Webinar Series. This webinar package provides deeper insight into key wealth and trust topics, equips you with strategies to grow and sustain client relationships, and offers timely guidance to meet rising market demand. ABA Professional Certification holders can also earn continuing education credits. The 2026 Wealth Management and Trust Webinar Series Suite Member Price: $1,499 ABA Professional Certifications: 19.75 CTFA 6.0 CISP; 3.25 CRSP, 16.5 CFP This Suite contains the following webinars: – Estate Planning Post One Big Beautiful Bill Act – February 26, 2026 – Sharpen Your Edge: Discovering and Growing Your Niche Market – March 12, 2026 – Avoiding Pitfalls of Grantor Trusts – March 26, 2026 – Portability Revisited — Its Limitations and Benefits for Clients – April 9, 2026 – Fiduciary Litigation Annual Review for 2026 – May 7, 2026 – Planning and Implementing the Termination of a Trust – May 28, 2026 – Income Tax-Efficient Strategies for a Liquidity Event or Diversification – August 20, 2026 – The Psychology of Financial Decision-Making — and Why It Matters – September 10, 2026 – LLCs’ Benefits and Issues in Estate Planning – September 24, 2026 – Decoding Backdoor and Mega Backdoor Roth IRA Conversions – October 15, 2026 – Tax Planning Conversations to Have Now – November 12, 2026 – What Are the Latest Updates in Estate and Trust Administration? – December 3, 2026 The purchase of this webinar suite comes with live access & on-demand recordings for future webinars and on-demand recordings for past webinars. REGISTER NOW |