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ENGAGE 2020


Adding Estate Planning to Your Practice Toolkit


Jun 8, 2020 12:25pm ‐ Jun 8, 2020 1:15pm

Description

In this session, participants will learn how to develop an estate planning niche in their practice. The focus will be on:

  • - Obtaining the knowledge
  • - Publicizing it to referral Sources
  • - Offering to Existing Clients
  • - Becoming involved in the community of estate planners

Live examples of each category will be provided by practitioners with various sized firms. 

Learning Objectives:
  • Recognize the need for an additional service for your clients
  • Discover how a combination of education and networking can expand your practice

Speaker(s):

Tags: EST
Category: Bonus Lunch Session (Onsite Only)

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