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All Aboard The Great Wealth Transfer—Don’t Miss The Train!

June 27 @ 1:00 pm 2:30 pm EDT

Moderators: Vanessa L. Kanaga, Esq. CEO, InterActive Legal and Matt Tove, Director, Marketing and Sales, InterActive Legal

Panelists: Laura Cowan, Esq., Audrey Ehrhardt, Esq., and Chris Goade

We’ve all seen the headlines in recent months.  We are living through the greatest transfer of generational wealth in human history (or so the hyperbole goes). 

Whether it is the greatest in history or not is a debate for scholars.  However, the magnitude of wealth the baby boomer generation is passing to successive generations is undeniable.  This webinar is aimed at helping estate planning attorneys identify specific strategies and tactics they could and should be using right now to attract multigenerational clients, expand their client base, and secure the futures of their clients as well as their own estate planning practices.

Whether you’re a Trusts & Estates attorney or an Elder Lawyer, you’re certain to gain valuable insight into what our panel of marketing and sales savvy professionals (who know the estate planning landscape!) have to say about where to put your outreach efforts.  Here are just some of the items on the table for discussion at this next InterActive Legal Roundtable event:

  • The broad opportunity this moment in time of wealth transfer presents to trusts & estates attorneys as well as elder lawyers
  • Specific marketing & sales measures attorneys could and should be taking right now to get in front of their existing & prospective clients
  • How to leverage this episode into bringing together multiple generations of the same family, thereby expanding the firm’s client base

Our panel of marketing-minded experts for this engaging topic include: Laura Cowan Esq.Audrey Ehrhardt Esq. and Chris Goade.

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

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