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Curriculum | Wealth and Trust School Level 1

  • April 22, 2025 - May 1, 2025
  • Virtual School
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Watch the Information Session Recording

Curious about what you can expect from this spring's virtual Wealth and Trust Schools? Check out our recorded Informational Session.

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The Wealth and Trust School Level 1 offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of wealth management professionals, including prominent bankers, attorneys, and industry experts. In addition, participants have the opportunity to build a nationwide network of peers and industry leaders—a vital resource for years to come.

During the week-long course, students receive a solid foundation in the technical skills and knowledge required in the fiduciary and trust, investment, financial planning, tax, and ethics industries, including the latest strategies in:

  • Account Administration
  • Fiduciary Law
  • Tax and Estate Planning
  • Investment Management 

2025 Schedule

All times in ET.

  • Tue, Apr 22

  • Wed, Apr 23

  • Thur, Apr 24

  • Fri, Apr 25

  • Mon, Apr 28

  • Tue, Apr 29

  • Wed, Apr 30

  • Thurs, May 1

Pre-Work

  • Intro to Investment Management
  • A Deeper Dive into Non-financial Assets
  • Types of Trusts
  • Duties and Powers of the Trustee

Tue, Apr 22

12:30 PM – 2:45 PM

Trust Administration Fundamentals

  • Jennifer F. Galvagna

3:00 PM – 4:30 PM

Introduction to Fiduciary Risk Management and Compliance

  • Kent Lytle

Wed, Apr 23

12:30 PM – 2:00 PM

Gift and Estate Tax Planning – Part 1

  • Steve Goodman

2:15 PM – 3:45 PM

Gift and Estate Tax Planning – Part 2

  • Steve Goodman

4:00 PM – 5:00 PM

Individual Income Tax

  • Austin Bertrand

Thur, Apr 24

12:30 PM – 1:45 PM

Planning for Retirement – Part 1

  • Robert Dietz
  • Tom Lasley

2:00 PM – 3:15 PM

Planning for Retirement – Part 2

  • Robert Dietz
  • Tom Lasley

3:30 PM – 4:45 PM

Fiduciary Ethics

  • Steve Goodman

Fri, Apr 25

12:30 PM – 2:30 PM

Integrated Planning and Advice

  • Tony McEahern

2:45 PM – 4:45 PM

Estate and Probate Administration

  • Austin Bertrand

Mon, Apr 28

12:30 PM – 2:30 PM

Discretionary Distributions

  • Mark Oller

2:00 PM – 3:15 PM

Behavioral Finance

  • Erik Davidson

Tue, Apr 29

12:30 PM – 1:45 PM

Account Acceptance and Termination – Part 1

  • Sahar Pouyanrad

2:00 PM – 3:15 PM

Account Acceptance and Termination – Part 2

  • Sahar Pouyanrad

3:30 PM – 5:00 PM

Investment Policy

  • Erik Davidson

Wed, Apr 30

12:30 PM – 2:15 PM

Asset Allocation and Diversification

  • Bill Stone

2:30 PM – 4:30 PM

Economics & Markets

  • Bill Stone

Thurs, May 1

12:30 PM – 2:30 PM

Client Engagement and Emotional Intelligence

  • Kathleen Burns Kingsbury

2:45 PM – 4:00 PM

Relationship Management

  • Rob Miles

4:00 PM – 4:15 PM

School Wrap-up
This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.

Keep Me Informed

Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.

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