WHEN?: Thursday, Oct 20th at 4 - 5 PM EST
Join Envestnet | MoneyGuide and Trucedent to gain insight on important trust & estate planning strategies to review with your client at their Year-End Planning meetings. We will discuss trust types to consider and use software to illustrate how they may impact a client’s plan. Additionally, learn how you can protect your client’s beneficiaries and legacy by surrounding yourself with the proper team of experts. During the webinar we will cover: - Top trust types to consider and model based on variety of client conditions - How to discuss trusts with your client - Why Individuals may not want to serve as sole trustees of trusts - Discuss Corporate Trustees and how they function - How to arm your team with the right experts: how to find and collaborate - Use software to illustrate trust strategies and their impact on a client’s financial plan Eligibility pending for one (1) CFP® continuing education credit.
During the webinar we will cover:
- Top trust types to consider and model based on variety of client conditions
- How to discuss trusts with your client - Why Individuals may not want to serve as sole trustees of trusts
- Discuss Corporate Trustees and how they function
- How to arm your team with the right experts: how to find and collaborate
- Use software to illustrate trust strategies and their impact on a client’s financial plan
Eligibility pending for one (1) CFP® continuing education credit. Please follow the link below to register and be sure to share your CFP ID number to receive CE Credits if the session is approved.