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), Head of Legacy & Wealth Planning, Abbot Downing
• Amy Jucoski, Abbot Downing

Category: Concurrent Session (Onsite and Online)