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This session will use a multi-disciplinary panel approach to discuss the importance and benefits of a high-level team approach when advising clients on issues such as estate and trust planning, retirement planning, cash planning and various other tax and financial related matters. We will look at who should be at the table, responsibilities and accountability of each team member, the actual planning process and the use of engagement letters in advisory engagements.
Learning Objectives:
Understand the importance and benefits of using high-level, multi-disciplinary teaming when providing income, retirement and estate planning.
Understanding how to put a high-functioning team together and how to deal with advisors that don't play well in the sandbox.
Gain an understanding of the planning process and responsibilities of each member of the team, as well as the need for engagement letters in advisory services.
Moderator(s):
Jordon
N. Rosen,
CPA, MST, AEP® (Distinguished),
Director (Retired),
BLS CPA
Speaker(s):
Susan
M. Tillery,
CPA/PFS, AEP, (Distinguished),
President & CEO,
Paraklete Financial, Inc. and Financial Planning Advocate, LLC