NAPFA Genesis Webinar 12 Steps to Creating an Estate Plan for Your Younger Clients (and Yourself)
June 24, 2021
This program is designed for financial planning practitioners and will address how advisers can educate current and prospective clients on the importance of estate planning. This Webinar will present and discuss a consumer 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 tax exemptions. Speakers: Martin M. Shenkman Sponsors: NAPFA There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.