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EST2005
EST2005. Creative Planning to do Now
Date
July 20, 2020
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of ENGAGE 2020)
This includes sessions from ENGAGE 2020:
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.
Learning Objectives
- Learn new ways to organize and advise clients about life insurance holdings.
- Learn practical strategies for clients to document estate planning and medical decisions making.
- Have actionable steps to communicate to all of your clients to build goodwill and additional business.
Speakers
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, CPA, Shenkman Law
General
Tracks
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