Collaboration of the Estate and Financial Planning Team – Webinar Materials

Free Webinar: Collaboration of the Estate and Financial Planning Team

After the webinar a recording will be posted on www.shenkmanlaw.com/resources .

Date and Time: Tuesday February 7, 2017 12:00 noon EST

Course Description: Collaboration between the members of the estate and financial planning team will provide better results for clients, more networking for advisers, reduction in liability exposure for advisers, and more. Planning frequently involves multi-disciplinary, multi-faceted issues that a team can address better than any one expert alone. What are the impediments to effective collaboration? Why does collaboration not happen as often as it should? What do your colleagues have to say about collaboration? Comments from interviews of two dozen colleagues are integrated in to the presentation. What can wealth advisers, CPAs and attorneys each do to foster more and better collaboration?

Speakers: Martin Shenkman, Esq. and John Warnick, Esq.

Sponsor: The Purposeful Planning Institute (PPI) is a learning center for professionals interested in exploring best practices for legacy families and families in business.  PPI is the largest and most diverse learning community of its kind and it exemplifies a unique spirit of professional collaboration.  For more information, or to become a member, please visit http://purposefulplanninginstitute.com

Course Materials:

PowerPoint click this link https://shenkmanlaw.com/uploads/2017/01/Collaboration-Jan-26-2017-3-slides-per-page.pdf

Related Article on the new role of estate planners, click this link https://shenkmanlaw.com/uploads/2017/01/Estate-Planner-as-Counselor-FSP-Newsletter-2016.pdf

This article originally appeared in the November 2016 issue of the Estate Planning newsletter, published by the Society of Financial Service Professionals.