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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.
Speaker(s):
Lisa
Featherngill,
CPA/PFS, CFP (R),
National Director of Wealth Planning,
Comerica Bank
Susan
J. Bruno,
CPA/PFS, CFP,
Managing Director,
Beacon Wealth Consulting South
Martin
M. Shenkman,
CPA, MBA, PFS, AEP (distinguished), JD,
Attorney,
Shenkman Law
