Name
Client Journey
Date & Time
Friday, September 23, 2022, 9:00 AM - 10:30 AM
Speakers
Scott Squillace - Squillace & Associates, P.C.
Tiffany O'Connell - O'Connell Law LLC
Scott Squillace Tiffany O'Connell
Description

The estate planning process - philosophies about the number of estate planning meeting, different approaches to the initial consultation, funding, etc.

Meeting Location
Norfolk, 2nd Floor