The pandemic forced us to face ourselves and reorganize our lives in a way that could not have been anticipated or imagined. Divorce rates, alcohol sales, suicide rates, and philanthropic donations skyrocketed during this time. Families sheltered in place who before traveled freely and independently throughout the world.
This timely webinar will educate estate planners on pandemic statistics impacting family dynamics—and assist trusted advisors as they help families embrace their new normal, moving into their future and creating a comprehensive Family Wealth Plan in a pandemic era.
Attend this webinar to learn:
- Discovery questions which will help you gauge how family dynamics, values, and guiding principles shifted during the pandemic, which can be used to facilitate an improved family succession plan.
- To identify how strengths and deficits of each family member came to light during this time period and how to utilize this information to provide guidance on how to evolve and bolster current family mission and purpose statements and determine the best role of each family member in the family governance structure.
- How time, work, travel, and sharing space changed during this time period and to how deliver a structure that offers families a way to keep family knowledge, wealth, and values flowing for generations and that fits into their new way of living before, and when, a vaccine is available.
Sponsored by
National Association of Estate Planners & Councils and the Accredited Estate Planner® (AEP®) designation
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Amanda Koplin, LPC
Founder & CEO
Koplin Consulting
Thomas Rogerson
President/CEO
GenLeg Co., Inc.
Susan J. Travis , CFP®, CTFA, AEP®
Client Advisor and Branch Manager
Mercer Advisors Inc.
Susan Lipp
Editor in Chief
Trusts & Estates
