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DTSTART;TZID=America/New_York:20260910T140000
DTEND;TZID=America/New_York:20260910T150000
DTSTAMP:20260420T181630
CREATED:20260213T210944Z
LAST-MODIFIED:20260213T210947Z
UID:6501-1789048800-1789052400@www.portlandtrust.com
SUMMARY:The Psychology of Financial Decision-Making — and Why It Matters
DESCRIPTION:Please note the new time! \n\n\n\nFinancial choices are not driven by numbers alone. They are also shaped by humanbehavior\, emotions and biases. This webinar explores the psychology behind financialdecision-making and the principles of behavioral finance that influence advisors andtheir clients. Participants will gain insights into the most common cognitive andemotional biases\, understand how these factors affect money choices\, and learnpractical strategies to guide clients toward sound\, goal-aligned decisions. \n\n\n\nThomas W. Abendroth\, Partner\, ArentFox Schiff LLP \n\n\n\nStephen W. Murphy\, Partner\, McGuireWoods LLP \n\n\n\nContinuing Education Credits: \n\n\n\nApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com
URL:https://www.portlandtrust.com/event/the-psychology-of-financial-decision-making-and-why-it-matters/
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DTSTART;TZID=America/New_York:20261112T140000
DTEND;TZID=America/New_York:20261112T150000
DTSTAMP:20260420T181630
CREATED:20260213T211122Z
LAST-MODIFIED:20260213T211124Z
UID:6503-1794492000-1794495600@www.portlandtrust.com
SUMMARY:Tax Planning Conversations to Have Now
DESCRIPTION:Please note the new time. \n\n\n\nLisa R. Featherngill\, Senior Vice President and National Director of Wealth Planning atComerica Wealth Management\, will share insights and strategies for tax planningconversations with clients in light of tax legislation changes\, steady interest rates andenhanced deductions. Advisors will learn approaches they can use to successfullynavigate conversations on income tax considerations\, estate planning strategies andpreparing heirs for wealth transfer. \n\n\n\nThomas W. Abendroth\, Partner\, ArentFox Schiff LLP \n\n\n\nStephen W. Murphy\, Partner\, McGuireWoods LLP \n\n\n\nContinuing Education Credits: \n\n\n\nApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com
URL:https://www.portlandtrust.com/event/tax-planning-conversations-to-have-now/
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DTSTART;TZID=America/New_York:20261203T130000
DTEND;TZID=America/New_York:20261203T143000
DTSTAMP:20260420T181630
CREATED:20260213T211231Z
LAST-MODIFIED:20260213T211234Z
UID:6505-1796302800-1796308200@www.portlandtrust.com
SUMMARY:Recent Developments: 2026 Estate and Trust Administration
DESCRIPTION:This presentation will update attendees on 2026 legislative and regulatorydevelopments\, rulings and cases in estate planning and gifts\, generation-skippingtransfers and fiduciary income tax. We’ll also discuss how the changes can affect clientsand customers. \n\n\n\nThomas W. Abendroth\, Partner\, ArentFox Schiff LLP \n\n\n\nStephen W. Murphy\, Partner\, McGuireWoods LLP \n\n\n\nContinuing Education Credits: \n\n\n\nApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com
URL:https://www.portlandtrust.com/event/recent-developments-2026-estate-and-trust-administration/
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