Practical Estate Planning Tips Financial Advisers and Other Professionals Can Identify- How AI can help CPAs, financial advisers and even attorneys, read and illustrate estate planning documents

November 14, 2022

Find out how YOU can identify common and potentially valuable estate planning opportunities (and use Estate Planning to attract attorneys as COI’s) and better serve your clients in the process.   There are several often-overlooked estate planning steps that financial advisors and other professionals can identify that could be very beneficial to their clients. Not only is this a win for the client, but it could also act as an important way to gain the trust of a key center of influence, the client’s attorney, and turn them into sources of future referrals.   Join Martin M. Shenkman CPA, MBA, JD, PFS, AEP, and award-winning financial advisor and wealth tech CEO, Andrew Altfest, CFP, MBA for this complimentary webinar.   They will discuss:  

  • 4 Common estate planning opportunities in plain English that lend themselves to these discussions and getting the client’s attorney involved.
  • Best practices in engaging clients in estate planning discussions.
  • How technology enables advisors to illustrate complicated discussions and visualize various scenarios with clients.
  Make the most out of your estate planning analysis, create a value add for existing clients, and attract new COIs. In this webinar, we will discuss how you can do this, at scale!   There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.   This may constitute attorney advertising.