The annual Midwest Trust and Wealth Management Conference, October 16-18, 2024. A must for wealth management and trust professionals throughout Michigan and our neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CFP, CPE) and valuable networking opportunities, the event is a do-not-miss event. This conference is beneficial for:
• Trust department, trust company and private bank executives
• Senior trust officers, administrators and wealth advisors
• Business development officers and future leaders
• Financial and estate planners

2023 Agenda. Please contact Stephanie Fisher to sponsor or exhibit in 2024.
 

2023 Presentations
Washington Update
The Future of Estate Tax: Planning for Sunset
Special Needs Trust
Special Needs Trust Part Two
Technology/Digital Assets
HSAs: Beyong the Basics
New Trust Cases  
Preparing and Preserving Intergenerational Wealth


•Folks Who Are Low-Wealth Also Need Wealth Advisers

•Healing ‘Pain Points’ for Multi-generational Family Businesses


Webinars

Deciphering the Value of Valuables. (recording is available complimentary)

Financial Exploitation Prevention Act
Webinar Series (recording is available)
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

Resources

-    Safe Banking for Seniors
-    Older Americans Benchmarking Survey
-    Protecting Seniors Guide
-    Infographics
-    Elder Financial Exploitation Prevention Training   
-    Elder Finance Resource Page

Conferences and Schools

ABA Trust and Wealth Management Webinars (select member)

ABA Wealth and Trust School
ABA Wealth and Trust School - Advanced