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2025 ABA Wealth Management and Trust Conference

Topic

General Principles of Financial Planning

Program ID

333350

Hours

13

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

Get everything you need to achieve better outcomes for your clients and bank. This is your opportunity to benchmark your programs, gain solutions from industry providers, engage with leading wealth and trust practitioners, network with peers, and more.

Learning Objectives

Attendees will learn how to future-proof their business with the latest in technology, planning and advice, asset management, trust administration, risk and compliance, and relationship management.