Top Reasons Why Your Individual Clients Should Be Seeking Your Advice on Financial and Estate Planning Considerations
Date: October 19, 2011 at 11:00 AM - 12:00 PM ET
Duration: 1 hour
Speakers: Sidney Kess, Lyle Benson, Dan Daniels, Jeremiah Doyle, Jacqueline Patterson, Martin Shenkman, Steven Siegel
Webinar Presentation 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 will 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
Anyone may attend this seminar for free without receiving CPE credit. The cost for non-AICPA members to attend and receive CPE credit is $75. The cost for AICPA members to attend and receive CPE credit is $65. The cost for Tax section members and PFP section members (inclusive of PFS credential holders) to attend and receive CPE credit is $50. CPE credit will be available for purchase as late as two weeks after the event.