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

Webinars

Deciphering the Value of Valuables. May 19 (recording is available complimentary)
Valuation Principles and Issues June 3  | CRSP, CTFA, CPE, CFP Credits
Trustee Roles, Responsibilities and Risk Management June 24  | CTFA, CPE, CFP Credits
Involving Both Partners in Client Engagement July 15  | CTFA, CPE, CFP Credits
Nonprobate Transfers: Advantages and Disadvantage September 2  | CRSP, CTFA, CPE, CFP Credits

Financial Exploitation Prevention Act
Webinar Series August 17-18. 9am – noon EDT daily  
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 Briefings (select member)
ABA Wealth and Trust Schools (virtual):

Wealth and Trust School Level 1
September 13–24, 2021 | Virtual School

Wealth and Trust School Level 2
October 12–22, 2021 | Virtual School

Cannon Financial Schools