LIVE Webinar: What Advisors Need To Know About Estate Planning To Protect Their Clients

MessageThis Webinar is over
Date Jul 1, 2021
Time 4:00 pm PST
Cost Free
Online

The relationship between estate planning attorneys and financial advisors is critically important when it comes to protecting your clients.  We know first-hand how complex Estate Planning can be, but a well-informed plan can make a huge difference in your client’s future.

The experts at Shoup Legal are hosting a no-cost, live webinar to help advisors identify their clients’ estate planning needs and how to best prepare them.

Discussion Topics Will Include:

  • What Advisors Need to Know about Estate Planning
  • Why a Trust is Important When a Life Insurance Beneficiary is a Minor
  • How Estate Planning Can Help Advisors Build Relationships With Their Clients’ Children
  • Value Add Opportunities for Your Clients

Join us for this can’t-miss LIVE webinar event with Estate Planning Attorney and Certified Specialist by the California State Bar in Trust and Probate, Andrea Shoup.


 


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