LIVE Webinar: What Advisors Need To Know About Estate Planning To Protect Their Clients
Date and Time
Thursday Jul 1, 2021
4:00 PM - 5:00 PM PDT
July 1st at 4:00pm-5:00pm
Location
Online
Fees/Admission
Free
Description
The relationship between estate planning attorneys and financial advisors is critically important when it comes to protecting your clients. We know first-hand how complex Estate Planning can be, but a well-informed plan can make a huge difference in your client’s future.
The experts at Shoup Legal are hosting a no-cost, live webinar to help advisors identify their clients’ estate planning needs and how to best prepare them.
Discussion Topics Will Include:
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- What Advisors Need to Know about Estate Planning
- Why a Trust is Important When a Life Insurance Beneficiary is a Minor
- How Estate Planning Can Help Advisors Build Relationships With Their Clients’ Children
- Value Add Opportunities for Your Clients
Join us for this can’t-miss LIVE webinar event with Estate Planning Attorney and Certified Specialist by the California State Bar in Trust and Probate, Andrea Shoup.
