•Folks Who Are Low-Wealth Also Need Wealth Advisers
•Healing ‘Pain Points’ for Multi-generational Family Businesses
Wealth Management: The Future Starts Today April 7
Basic Administrative Duties of a Trustee April 19 | CTFA, CSOP Credits
Elder Abuse Prevention Webinar Series. May 5-6
Fiduciary Litigation Annual Review (2021) May 6 | CRSP, CTFA, CPE, CFP Credits
Successful Aging through Financial Empowerment (SAFE) Webinar Series. May 12-13
Valuation Principles and Issues June 3 | CRSP, CTFA, CPE, CFP Credits
Trustee Roles, Responsibilities and Risk Management June 24 | CTFA, CPE, CFP Credits
MBA Protecting Seniors Webinar Series. August 17-18. 9am – noon EDT daily
Topics include: Identifying Financial Exploitation, Money Safety for Seniors, Elder Abuse Task Force Overview
Elder Financial Exploitation - An ABA Frontline Compliance Training Course — Free to ABA Members
Explains the forms of financial exploitation and how to recognize telemarketing schemes and online financial abuse. Explores the characteristics of seniors that make them targets of financial abuse. Analyzes the state and federal laws concerning elder financial abuse and how banks play a significant role in recognizing victimized seniors.
Paying Caregivers and Employees from a Trust - Free to MBA members
- Safe Banking for Seniors
- Older Americans Benchmarking Survey
- Protecting Seniors Guide
- Elder Financial Exploitation Prevention Training
- Elder Finance Resource Page
Conferences and Schools
ABA Trust and Wealth Management Briefings (select member)
ABA Wealth and Trust Schools (virtual):
Wealth and Trust School - Foundational
Designed for those just starting or building their career, this program covers all the fundamentals, as well as areas of specialization.
March 29-April 8, 2021 | Virtual School
Wealth and Trust School - Intermediate
Fine-tune your existing professional skills by aligning basic principles with more advanced trust concepts.
May 3-14, 2021 | Virtual School
Wealth and Trust School - Advanced
Master advanced trust concepts to provide your clients with sophisticated solutions to complex situations.
2021 Event Dates Coming Soon
Cannon Financial Schools
Midwest Trust and Wealth Management Conference - October 13-15, 2021