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For Financial Professionals
We are currently in the process of requesting permission to provide CE Credits for the following program(s):
The Truth About Estate Planning:
Learn about a Three Step Strategy™ for You to Help Clients Design and Implement an Estate Plan that Costs Less and Delivers More!
Part One
Building Estate Plans that Work for Clients
(An Overview of our Orientation Meeting for Clients)
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How to Select and Work With an Estate Planning Attorney
Questions You’d Ask if You Knew What We Know
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How to Keep Your Planning Current Throughout the Years of Personal and Legal Changes
Peace of Mind– Your “Ready for Use” Plan Every Day From Initial Signing On
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How to Provide Family Asset Protection Planning
Protect Your Loved One’s Inheritance From Creditors and Predators—Including Risk of Divorce and Lawsuits
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How to Transfer Your Values Along with Your Valuables
Provide Personal Instructions for Your Own Care and for Your Loved Ones
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Why Estate Planning is a FAMILY Project
Why and How to Involve Your Family in Your Planning
Part Two
Moving Clients Beyond Mere Estate Planning
(While Building Practices that Work Better for Us!)
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Wealth Reception Planning™
A Fresh (and Transformational) Perspective on Planning
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The Opportunity (What’s In It For Me?)
How Collaboration with Focus on Wealth Reception Directly Benefits Both Clients and Advisors Alike!
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Intentional Third Party Credibility
Five Specific Ways the Estate Blueprint Planning Process™ Supports Your Financial Practice
