Skip navigation

Money talks. What’s it saying to your client families?

Live Date: May 09, 2018 | 2:00pm ET / 11:00am PT

Amy A. Castoro
The Williams Group
Sybil Praski
Client Development
The Williams Group
Susan Lipp
Editor in Chief
Trusts & Estates

When it comes to trust, love and money . . . families can have it all. As their trusted advisor, you can help make sure wealth is a gift and not an albatross. This highly insightful workshop makes the case for how trusted advisors deepen relationships across generations, and build family unity during wealth transition by taking the inheritance conversation to a new level of understanding and action.

Advisors will learn about:

 • The impact of wealth and wealth transfer on their best client families
 • Best practice conversations for engaging the entire family
 • How increased satisfaction—beyond business growth and retention—comes from helping the inheriting generation become productive contributors to family unity and well-being

Attendees are given questions to reinforce key concepts and adapt to their own clientele.

The NAEPC has approved this program for one (1) CE credit hour in estate planning for the AEP® designation program.
Investments & Wealth Institute (formerly IMCA) has accepted PROGRAM for 1 hour(s) of CE credit toward the CIMA® and CPWA® certifications.
The Certified Financial Planner (CFP) Board of Standards has reviewed this program and will not be providing CE credit.

Not able to attend? Register anyway! Archived versionsof Trusts & Estates webinars are available to watch On Demand shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.



TAGS: Resources