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Events

Family Meetings: They are not what you might think they are!

The key to a family’s success is family education and trust building through an organized and prioritized family meeting process. Family education is a life-long-learning adventure to be taken together. What can we do, as advisors, to help our client families? If we make this part of our practice, will it also help our practice grow?

Estate Planning for Scientologists

This webinar is the 5th in an ongoing series exploring how estate planners can tailor estate, financial, charitable, and related planning, and drafting to reflect a client’s particular religious beliefs. One goal of this series is to promote diversity and inclusion, and enhance understanding of other faiths.

Estate Planning Roadmap—Part 2

In this world of constant uncertainty, only one thing is clear, planners need a roadmap in order to be successful in crafting strategies to preserve and protect their clients’ wealth.

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For more information, visit RetirementBenefitsPlanning

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