2026 Wealth Management and Trust Webinar Series
12 Webinars | 19.75 CTFA CE Credits
Stay ahead of fast‑shifting client expectations by registering for ABA’s CE‑eligible Wealth Management & Trust Webinar Suite. This is your must‑have edge for mastering trends and elevating your advisory expertise.
Learn from the industry's best:
Thomas W. AbendrothPartnerArentFox Schiff LLP
Lisa R. Featherngill, CPA/PFS, CFP®Family Wealth Planning Advisor-Speaker
Kathleen Burns KingsburyFounderKBK Wealth Connection
Stephen W. MurphyPartnerMcGuireWoods LLP
Denise ApplebyCEOAppleby Retirement Consulting Inc.
Alan Gassman, J.D., LL.M.Gassman LawStay relevant in today’s client landscape.
Elevate how you develop and grow client relationships and seize opportunities to meet growing market demand. You’ll hone your expertise and earn continuing education credits at your convenience.
Trust Administration Suite
$599 for members | $875 for non-membersFour webinars focused on estate planning, tax law, and fiduciary issues:
- Estate Planning Post One Big Beautiful Bill Act
- Avoiding Pitfalls of Grantor Trusts
- Planning and Implementing the Termination of a Trust
- What Are the Latest Updates in Estate and Trust Administration?
Wealth Management Suite
$399 for members | $550 for non-membersFour webinars for wealth management, financial planning and building client relationships:
- Sharpen Your Edge: Discovering and Growing Your Niche Market
- The Psychology of Financial Decision-Making — and Why It Matters
- Decoding Backdoor and Mega Backdoor Roth IRA Conversions
- Tax Planning Conversations to Have Now
Estate Planning Post One Big Beautiful Bill Act
February 26, 2026A review of key estate‑planning changes in the One Big Beautiful Bill Act, highlighting new transfer‑tax, charitable, income‑tax, and business‑planning opportunities created by the legislation.
Sharpen Your Edge: Discovering and Growing Your Niche Market
March 12, 2026An interactive program that helps financial professionals identify, refine, and grow a niche market using practical strategies to focus expertise, differentiate effectively, and build stronger, more profitable client relationships.
Avoiding Pitfalls of Grantor Trusts
March 26, 2026An overview of essential strategies and common pitfalls of grantor trusts, emphasizing their tax‑efficient wealth‑transfer benefits, planning flexibility, and long‑term asset‑management considerations for grantors.
Portability Revisited — Its Limitations and Benefits for Clients
April 9, 2026An explanation of the benefits and limitations of portability, detailing how spouses can transfer unused estate tax exclusion amounts and the key planning considerations under today’s higher, permanent exclusion levels.
Fiduciary Litigation Annual Review for 2026
May 7, 2026An annual analysis of major fiduciary litigation trends, offering expert insights on emerging disputes and practical guidance to help mitigate fiduciary risk.
Planning and Implementing the Termination of a Trust
May 28, 2026An examination of the complexities involved in terminating a trust—especially long‑term or multi‑beneficiary structures—outlining the key steps, considerations, and challenges in winding down a trust.
Income Tax-Efficient Strategies for a Liquidity Event or Diversification
August 20, 2026An advanced review of tax‑efficient strategies for major liquidity or diversification events, covering techniques that minimize or defer taxes while supporting long‑term cash flow, wealth preservation, and charitable objectives.
The Psychology of Financial Decision-Making — and Why It Matters
September 10, 2026An exploration of the behavioral and psychological factors shaping financial decisions, highlighting common biases and offering actionable strategies advisors can use to guide clients toward sound, goal‑aligned choices.
LLCs' Benefits and Issues in Estate Planning
September 24, 2026An in‑depth look at the advantages and challenges of using LLCs in estate planning, emphasizing asset protection, management, tax‑planning opportunities, and common pitfalls including potential IRS scrutiny.
Decoding Backdoor and Mega Backdoor Roth IRA Conversions
October 15, 2026A clear breakdown of backdoor and mega backdoor Roth IRA conversions, explaining mechanics, eligibility rules, and common tax and compliance pitfalls to help professionals guide clients and avoid unintended taxable outcomes.
Tax Planning Conversations to Have Now
November 12, 2026Guidance on timely client tax‑planning conversations that address current legislation, interest‑rate conditions, income and estate‑planning considerations, and strategies for preparing heirs for future wealth transfer.
What Are The Latest Updates in Estate and Trust Administration?
December 3, 2026A comprehensive overview of 2026 legislative, regulatory, and case‑law developments affecting estate and trust administration, including updates on estate planning, gifts, GST, and fiduciary income tax.Future-Focused Training for Bankers
In 2025, 55K+ bankers turned to ABA webinars for insights in AML, digital assets, regulatory updates, wealth management and more. Stay ahead.
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