AT A GLANCE
Join us in Shelton, Connecticut for a Connecticut Forum meeting. We look forward to an afternoon of learning and collaboration including a roundtable discussion, lunch, and a presentation on divorce and estate planning. Check-in starts at 10:30 AM, and the meeting will kick off at 11:00 AM, wrapping up around 1:30 PM. 

 

We want to hear from you! Come prepared with your questions, suggestions, and best practices to share with your fellow WealthCounsel members. We will conduct a best practices survey and roundtable discussion regarding trends in fee quoting, marketing and growing an estate planning practice. 

 

And of course, what's a meeting without some good food? At noon, we'll be serving up lunch alongside a presentation titled "Harmonizing Divorce and Estate Planning: Strategies for Comprehensive Asset Protection." Divorce Attorney Renee Bauer and Estate Planning Attorney Matthew A. Wiley will team up to explore various topics, including the Impact of Divorce on Estate Plans and Trusts, Digital Assets, Prenuptial and Postnuptial Agreements, and more.

Make sure to secure your spot by registering before July 12, 2024, at 5 p.m. We can't wait to see you there!