LIVE Webinar: What Advisors Need To Know About Estate Planning To Protect Their Clients
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:
- 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.