Women in Estate Planning Discussion
Thursday, September 17, 2020
3:00 PM to 4:00 PM Eastern Time

You are invited to attend a roundtable discussion for WealthCounsel Women in Estate Planning. Please come prepared to share ideas, offer support, and discuss marketing & business development ideas and strategies, and more!   
Potential Breakout room topics are:
  • Practice Management System
  • General Marketing & Advertising (Print, Social Media, etc) 
  • Managing Staff &/or Utilizing Virtual Assistants
  • Fees/Charging/Funding
  • Navigating Family Member Issues (Conflicts of Interest with Multiple Generations)
  • Or share a new topic idea for a future meeting!

Note - In the hopes of offering some new topics but still have the "rooms" full enough to support good conversations, I have added a "second" choice question to the registration process.  If one topic is light on registrants, I can move you to your second choice to make sure all "rooms" are well attended.

Thursday, September 17, 2020
3:00 PM to 4:00 PM Eastern Time 
Virtual Forum Meeting