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:
- Relevant client concerns over qualitative issues
- 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
