Discover how to have impactful legacy conversations
Personal wealth can be a tricky topic to navigate. In her fresh take on legacy dimensions, Susan Turnbull offers you the tools to help you uncover and document the wishes of your clients in a way its intent is clear to CPAs, attorneys, trustees, and successors.
NASBA Field of Study
Untangle personal wealth planning
It's all too easy for us tax and financial planners to get so caught up in the numbers and technical strategies that we miss fully comprehending the desires and wishes of the client.
In this webcast, Susan Turnbull presents her insightful and immediately actionable approach to client legacy conversations.
You'll cover a range of non-binding vehicles, resources, and strategies ideal to help clients clearly convey their intentions to loved ones, heirs, successors, and trustees.
Be in the best place to advise. Join us for this webcast today.
This event is CFP eligible.
- Non-binding legal instruments
- Wills, letters of wishes, letters of donor intent
- Client support and communication strategies
- Recognize the historical, literary and legal dimensions of non-binding instruments of self-expression relevant to planning
- Determine practical strategies for how to introduce and discuss ethical wills, letters of donor intent, and letters of wishes to clients
- Identify resources and ideas to support clients in creating important personal wealth documents.
Who Will Benefit
- Tax professionals who serve individual clients.
- CPA and professional financial planners.
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services.
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Group ordering for your team
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