Jump to Content
close
close
ABA: The American Bankers Association
Skip Section Navigation

In This Section

Curriculum | Wealth and Trust School Level 2

  • May 13-23, 2025
  • Virtual School
Register

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.

Watch Session

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:

  • Tax Planning
  • Estate Planning
  • Special Needs Trust
  • Portfolio Management
  • Stocks, Bonds and Investments
  • Insurance 

2025 Schedule

All times in ET.

  • Tue, May 13

  • Wed, May 14

  • Thu, May 15

  • Fri, May 16

  • Mon, May 19

  • Tue, May 20

  • Wed, May 21

  • Thur, May 22

Pre-Work

  • Annuities
  • Sustainable and Responsible Investing
  • Alternative Investment Products
  • Environment Liabilities of Fiduciaries
  • Engaging in Multigenerational Conversations with Clients 
  • Education Planning for Minors
  • Philanthropic Planning

Tue, May 13

12:30 PM – 1:30 PM

Developing a Personalized Wealth Management Strategy

  • Kent Lytle

1:45 PM – 3:15 PM

Property Included on Transfer Tax Returns – Part 1

  • Steve Goodman

3:30 PM – 4:45 PM

Property Included on Transfer Tax Returns – Part 2

  • Steve Goodman

Wed, May 14

12:30 PM – 2:30 PM

Generation-Skipping Transfer Tax

  • Tom Abendroth
  • Tracy McLaughlin

2:45 PM – 4:15 PM

Fiduciary Income Tax – Part 1

  • Tom Lasley

4:30 PM – 5:30 PM

Fiduciary Income Tax – Part 2

  • Tom Lasley

Thu, May 15

12:30 PM – 1:45 PM

Estate Planning for the Business Owner – Part 1

  • Austin Bertrand

2:00 PM – 3:45 PM

Estate Planning for the Business Owner – Part 2

  • Austin Bertrand

4:00 PM – 5:15 PM

Post-Mortem Tax Planning – Part 1

  • Austin Bertrand

Fri, May 16

12:30 PM – 1:45 PM

Post-Mortem Tax Planning – Part 2

  • Austin Bertrand

2:00 PM – 3:15 PM

Special Needs Trusts – Part 1

  • Kristen Lewis

3:30 PM – 4:45 PM

Special Needs Trusts – Part 2

  • Kristen Lewis

Mon, May 19

12:30 PM – 2:00 PM

Prudent Portfolio Management

  • Erik Davidson

2:00 PM – 4:15 PM

Investment Products

  • Greg Maddox

Tue, May 20

12:30 PM – 2:00 PM

IRAs and Qualified Retirement Plans – Part 1

  • John Marold

2:15 PM – 3:45 PM

IRAs and Qualified Retirement Plans – Part 2

  • John Marold

Wed, May 21

12:30 PM – 2:00 PM

Stock Selection and Analysis

  • Bill Stone

2:15 PM – 3:45 PM

Bond Selection and Analysis

  • Bill Stone

4:00 PM – 5:00 PM

Fundamentals of Insurance

  • Steve Goodman

Thur, May 22

12:30 PM – 2:00 PM

Planning Considerations for Life Insurance

  • Steve Goodman

2:15 PM – 3:30 PM

Life Insurance Policies

  • Steve Goodman

2:15 PM – 3:30 PM

Capstone Case Study

  • Lisa Bittner
  • Jody Denney Vazquez
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.

Sign Up for UpdatesContact Kim