Name
Client Journey (continued)
Date & Time
Friday, September 23, 2022, 11:00 AM - 12:00 PM
Speakers
Tiffany O'Connell - O'Connell Law LLC
Scott Squillace - Squillace & Associates, P.C.
Tiffany O'Connell Scott Squillace
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