Name
Thriving in Estate Planning Today
Date & Time
Wednesday, October 25, 2023, 2:00 PM - 3:00 PM
Description

This popular session taught by former WealthCounsel partners who continue to run thriving estate planning practices will highlight creative techniques practitioners can implement with their clients to take advantage of planning opportunities in today's volatile political and economic climate as well as the collaborative nature of interdisciplinary planning to get a client's professional team aligned for maximum planning impact.