FIRMA Member Price: $150.00
Non-Member Price: $250.00
Three or more Group, per attendee - FIRMA Member: $100.00
Three or more Group, per attendee - Non-Member: $200.00
“ABA Trust Regulatory and Legislative Update”
November 15, 2023
3:00 - 4:30pm ET
Tim E. Keehan
Vice President and Senior Counsel
American Bankers Association
ABA will provide the latest federal legislative and regulatory initiatives driving and directing trust and wealth management activities, operations, and compliance. Topics will include SECURE 2.0 implementation and new legislation on retirement investing, followed by regulatory priorities, proposals, and guidance on fiduciary investment advice, IRA rollovers and RMDs, ESG investing, conflicts of interest, custody of advisory assets, and asset management risk areas.
We hope that you will take advantage of this cost-benefit opportunity to participate in our valuable non-travel education programs. FIRMA members enjoy discounted registration pricing for each of our webinars in 2023.
FIRMA encourages you to extend a special invitation to your Bank Counsel, Fiduciary Compliance and Risk Executives, and your Business Executives to attend our program.
This session will be NOT be recorded for playback. Please plan to join us LIVE for this session.
Powered with a trusted and reputable virtual platform, Zoom, through Cypress Planning Group.
CONTINUING EDUCATION CREDITS (CE’s):
Certified FIRMA Members and Cannon CFIRS®, CCTP™, CRPP™, AFIM®, CTOP®, CTA, and CTCP Professionals are pre-approved for 1.5 CE’s for this Webinar. The American Bankers Association has pre-approved the following CE’s for this Webinar: CCTS, CSOP, CTFA, and CRSP 2.0 credits. Check with your credentials provider for specific applicability.
REGISTRATION CLOSES NOVEMBER 8TH
THANK YOU TO OUR SPONSORS:
Cancellations received through November 8, 2023 will be refunded less a $25 service charge. Cancellations made after November 8th are non-refundable. Written notification is required to process any cancellation or refund.