Name
Complementary Practice Areas for Estate Planners - WealthCounsel Focus Group
Date & Time
Wednesday, August 1, 2018, 9:30 AM - 10:15 AM
Description
The goal of this focus group is to gain a better understanding of how estate planners view business law and other complementary practice areas; how interested they are in expanding the scope of the services they currently offer; what are the most likely areas they would like to expand into; and, what software and educational programming they would need to support these additional practice areas.