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ENGAGE 2020


High Level Multi-Disciplinary Collaboration in Financial Services (EST, TAX)


Jun 10, 2020 3:30pm ‐ Jun 10, 2020 4:20pm

Description

Collaboration means different things to different people.  This session will look at the purpose and benefits to both the client and advisors of multi-disciplinary teaming when providing professional services such as financial planning, estate planning and business succession.  

Learning Objectives:
  • To familiarize the participant with the need and benefits of high level collaboration when providing seervices to clients..
  • To understand what makes up a high level team of advisors, how to determine responsibilities and looking at various collaboration models.

Speaker(s):

Tags: EST TAX
Category: Concurrent Session (Onsite and Online)

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