In this fast-paced seminar, you will learn as much information about elder law, and as many useful tips, as we can possibly teach you in four hours. We will give you the tools you need to spot issues, give advice, and help your clients, regardless of age, to protect assets and get great estate planning results.
By attending this seminar, you will learn the latest estate planning tools and strategies that can help you attract new business and continue to meet your client's needs. Our personalized client-focused approach to estate planning is not only unique, but also makes for a truly effective, comprehensive estate plans. Raise your level of expertise to help you win and keep more clients.
We will also give you the most up-to-the minute details on digital estate planning. Learn what your clients need to do to safeguard online accounts, photos, medical records, personal data and other information. Also, learn how to protect an inherited IRA in light of the new Secure Act.
In addition, you can earn 4 hours of CFP continuing education credits.
You can't afford to miss this half-day seminar
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