Top Reasons Why Your Individual Clients Should Be Seeking Your Advice on Financial and Estate Planning Considerations 

Seminar recording | Presentation materials

Supplemental materials:

• Checklist: Reasons Why a Client Should See Their CPA Financial Planner NOW
• Checklist: Essential Estate Planning Documents
• Sample letter to send to clients
• Client Organizer from Forefield Advisor (complimentary PFP Section member benefit made available only for this event!)
• Article: Estate Planning Action Steps
• Article: Financial Planning Reasons Why Your Individual Clients Should See You Now
• Whitepaper: The “New Normal” of Estate Planning
• Planner – September/October 2011 Issue with more information about Estate Planning Awareness Week
• Roadmap for Developing & Managing a PFP Practice
• Analysis of a Tax Return for Personal Financial Planning
• The CPA’s Guide to Financial & Estate Planning
• The CPA’s Guide to Social Security Planning

With all of the legislative activity around estates over the last year, now is the opportune time for advisers to help clients make critical financial and estate planning decisions. Clients are frustrated with tax uncertainty and stressed by economic turmoil. Clients need to plan now more than ever but most will not come to the planning table.  In this web seminar, a panel of experts lead financial planners in a practical, technically-sophisticated, but marketing-sensitive discussion:

• What to recommend to clients in light of recent legislative activity
• How to convince clients to meet now
• How to get clients in the door to talk about financial and estate planning
• Practical and specific planning tips for estates, trusts, retirement, investments, insurance and tax
• Practice aids - sample letters, checklists and other material to assist you and your clients with estate planning decisions