Save the date: October 14-16, 2026.
A must for wealth management and trust professionals throughout Michigan and our neighboring states. Featuring top-notch speakers and materials, continuing education credit and valuable networking opportunities, the event is a do-not-miss event. View sponsor and exhibitor opportunities.

Available Presentations (from 2025):

Power with Purpose: Understanding the Uniform Power of Attorney Act (UPOAA), Merica Dobry, Senior Counsel, WNJ
Building a Competitive, Scalable Wealth Management Program, Anne Schutt, VP of Business Development, Midwestern Securities Trading Company LLC
Case Law Update, David Skidmore, Partner, WNJ
Artificial Intelligence – Understanding What You Need to Capitalize on Automation, Mike Tropeano, CFA, SVP Client Engagement and Practice Management, Fi-Tek
Building Lasting Legacies: The Potential Role of Irrevocable Trusts in Estate and Asset Planning, Molly Nicol, Associate and Raquel Sportel, Associate, WNJ
Secure Act 2.0 Refresh, Amy Morrissey, Attorney, Mitzel Law Group PLC
Estate Planning in the Digital Age, Nora Chatha, Member, Eckert Seamans Cherin & Mellott, LLC
Land, Energy and Specialty Assets, Jay Van Gorden, AFM Principal Real Estate Broker/Ohio Farmers National
What Estate Planners Should Know about Social Security, Ruthann M. Driscoll, JD, CFP, CLU, RICP Driscoll Law LLC

•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