It was our privilege to host an educational lunch event for our local professional advisors with a special guest speaker all the way from Indianapolis! On October 26, Rick Randall, Chairman of the National Network of Estate Planning Attorneys joined us to share the latest in the world of estate planning.
Richard L. Randall, JD, CFP, CLU, ChFC, Chairman and CEO of the National Network of Estate Planning Attorneys, spoke to us about the latest cutting-edge estate planning strategies to help clients create “plans that work” while helping our Planning Partners retain Assets Under Management. Rick speaks nationally on various estate planning topics such as Wealth Reception Planning Process™, Three Step Strategy Planning Process™, and retirement and estate plan integration.
Rick has been one of our greatest resources and mentors since the beginning of our estate planning firm. We are very thankful that he came to share his wealth of knowledge and experience with our friends and colleagues right here in our town! We also have so much gratitude for all of our friends and colleagues - the local professional advisors - who were able to join us that day. And, not in the least, we are incredibly thankful to our host location, Legends Times Two, for serving us an amazing lunch with wonderful service and a matching atmosphere.
We look forward to more events like this in the future!