Description

This session will offer practical and actionable guidance in a range of financial, insurance and wealth transfer and related planning topics including: how to guide clients to organize their financial and estate planning data, basic estate planning documents to ensure clients have in place now and why they may differ, investment and insurance planning considerations, wealth transfer and asset protection strategies, asset location strategies, insurance considerations and more. This course will provide practitioners with a holistic overview of the steps to consult with and review the state of affairs of every clients planning.

Learning Objectives:

• Learn new ways to organize and advise clients about life insurance holdings.
• Learn practical strategies for clients to document estate planning and medical decisions making.
• Have actionable steps to communicate to all of your clients to build goodwill and additional business.

Speaker(s):

• Lisa Featherngill, CPA/PFS, CFP (R), Head of Legacy & Wealth Planning, Abbot Downing
• Susan J. Bruno, CPA/PFS, CFP, Managing Director, Beacon Wealth Consulting South
• Martin M. Shenkman, CPA, MBA, JD, PFS, AEP, Attorney, Martin M. Shenkman, PC