Please Join us! At these events we focus on networking with other professionals in our area and learning how we can collaborate in a mutually beneficial way. We will provide the lunch and the education about our estate planning program. We look forward to learning about you too!
The education portion of our lunch includes:
The Opportunity (What's in it for Me)
How collaboration with focus on wealth reception directly benefits both the client and advisors alike.
Wealth Reception Planning™
A fresh (and transformational) perspective on planning for the client, the beneficiary, and the advisor.
Intentional Third-Party Credibility
Five specific ways the Estate Planners for Life™ process supports your practice.
Learn about our commitment to building estate plans that really work.
You can teach your clients:
- How to select and work with an estate planning attorney.
- How to keep your planning current as tax laws change, family circumstances change, and assets change.
- How to protect your loved one's inheritance from creditors and predators-including risk of divorce and lawsuits.
- How to transfer your values along with your valuables.