Building Your Estate Planning Practice: Marketing Services to Clients Not Paying Estate Tax

May 24, 2019

Sponsors: Peak Trust Company, Interactive Legal and The Financial Awareness Foundation. The Financial Awareness Foundation, a 501(c)(3) nonprofit, is on a mission is to significantly help solve a major social problem dealing with the lack of financial awareness and financial literacy. Speakers: Martin Shenkman, Esq. and Valentino Sabuco Executive Director for The Financial Awareness Foundation that has helped pioneer the ‘fee-only’ the personal and business financial planning profession over the last 40 years as a principle of CPA firms and through his private practice, syndicated columns, books and publishing activities. Course Description:  This program is designed for practitioners (estate planners, attorneys, wealth advisers, insurance consultants, etc.) and will address how professional advisers can educate current and prospective clients  on the importance of estate, financial and related planning. This Webinar will present and discuss a consumer suitable PowerPoint webinar which can be used in this process. The objective of the program will be to guide practitioners on how to market their services, especially at a time when many consumers mistakenly believe that estate planning is not relevant or not important because of the high estate tax exemptions. The handout materials will include the actual PowerPoint which practitioners can customize and use in marketing their practices. The Financial Awareness Foundation, whose mission is to educate consumers on the importance of financial and estate planning will explain resources they make available that practitioners can use in their efforts to educate consumers and prospective clients in particular. A Certificate of Attendance will be provided but no formal CPE or CLE credits are given. For this particular webinar which focuses on marketing attendees should confirm whether a marketing webinar even in those jurisdictions where self-reporting of credits is permitted. It may not.