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AICPA & CIMA ENGAGE 2021


EST2114 - EST2114. Communicating the Estate Plan


Jul 27, 2021 2:30pm ‐ Jul 27, 2021 3:45pm

Standard: $49.00

Description

An important study showed that over 60% of the failures to maintain family wealth are due to a lack of communication. This session will focus on best practices and the importance of communicating the estate plan, including:

  1. Relevant client concerns over qualitative issues
  2. The why, who, what, when and how to facilitate the communication session

Learning Objectives:
  • Understand the importance of clients communicating their estate plans
  • Learn ideas for how to create and facilitate the communication session

Speaker(s):

  • Lisa Featherngill, CPA/PFS, CFP (R), National Director of Wealth Planning, Comerica Bank

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