Thriving in Estate Planning: Looking Ahead to the 2020 Election and Beyond

Thriving in Estate Planning: Looking Ahead to the 2020 Election and Beyond

Regular price $199.00

As we examine the 2020 Election and the opportunities it brings, we will address all components of WealthCounsel's three-legged stool approach to education:

1.  Sell: We focus on a number of innovative and in some cases time-sensitive estate planning strategies to consider talking to your clients about today. To provide a framework for these conversations, we’ve provided you with a bonus marketing package.  (Presenters: William A. Conway, Carl Waldman, JD, Stan Miller, JD)

2.   Draft: We discuss how to implement the strategies using Wealth Docx to draft and customize documents. (Presenter: Jennifer Davenport, JD)

3.   Learn: We will focus entirely on a substantive discussion of the planning techniques that we have covered. (Presenter: Kimberly Martin Turner, JD)

CLE: 3.0 (General credits)

States Pre-Approved: AR, CA, NJ, NY, OK, PA, VT
(AK, AZ, CT, NH eligible to claim credit)

States Pending Approval: CO, FL, GA, IL, ME, MO, NC, OH, TX, UT

We will apply for approval in other US states as registrations warrant*, with exception to the following: KS, RI, VA, WA, WI**

* Approval process times will vary
** We will supply you with the information needed to self-apply


More from this collection