•Folks Who Are Low-Wealth Also Need Wealth Advisers
•Healing ‘Pain Points’ for Multi-generational Family Businesses


Webinars

Trust & Financial Advisor Services Recorded Webinars Suite
•CTFA, CRSP, CISP, CSOP Credits
•Nine recorded webinars on need-to-know trust topics

Tackling Money Mules

(complimentary recording)

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 (complimentary recording)


Conferences and Schools

ABA Trust and Wealth Management Briefings (select member)
ABA Trust Conference- February 24-25, 2021 (virtual)

ABA Wealth and Trust Schools (virtual)
Cannon Financial Schools
Midwest Trust and Wealth Management Conference - October 13-15, 2021

Trust Banks

CompanyWebsiteCityState Province
Credit Union Trustwww.credituniontrust.comFarmington HillsMI34418
Greenleaf Trustwww.greenleaftrust.comKalamazooMI8501
Hantz Trustwww.hantzgroup.comSouthfieldMI35817
Legacy Trustwww.legacygr.comGrand RapidsMI4088
Plante Moran Trustwww.pmtrust.comSouthfieldMI1187
The Connable Office, Inc.www.connableoffice.comKalamazooMI16626
Tri-Star Trust Bankwww.tristartrust.comSaginawMI1300