Description

The pandemic has triggered much life reflection and reorganization. Financial advisors know that their clients are facing changes and challenges. How do you help clients better align their financial solutions with their evolving life vision? In this session, you will learn:

• The importance of helping clients prioritize what is most important
• What your clients may be experiencing as they consider their priorities
• Methods for helping your clients open to their life’s possibilities
• How to assess where you are on the continuum of life planning services
• The resources that will support you regardless of where you go on the continuum

Speaker(s):

• Andrea Millar, CPA/PFS, RLP®, Personal Financial Planning Division, AICPA
• Jean-Luc Bourdon, CPA, PFS, Wealth Advisor, Lucent Wealth Planning, LLC

Moderator(s):

• Lyle Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company