New Seminar: Estate Planning By Design - Planning With Mission, Values & Purpose
New Seminar: Estate Planning By Design - Planning With Mission, Values & Purpose
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1) Estate Planning by Design – Planning with Mission, Values & Purpose
(60 minutes – presentation only)
Financial advisors hold a special position in a client’s advisory circle. Enhance the value of that space to your clients and your own practice by understanding the powerful potential of Estate Planning by Design to create long-term, intergenerational opportunities for wealth transition. Learn to build client resilience with emphasis on mission, values and purpose in the estate planning process.
2) Estate Planning by Design – Planning with Mission, Values & Purpose
(90 minutes - presentation and workshop)
Financial advisors hold a special position in a client’s advisory circle. Enhance the value of that space to your clients and your own practice by understanding the powerful potential of Estate Planning by Design to create long-term, intergenerational opportunities for wealth transition. Learn to build client resilience with emphasis on mission, values and purpose in the estate planning process.
Estate Planning by Design - Building Purpose, Vision & Values into Action (Workshop)
In the workshop portion, we put the skills learned in the seminar into action in a lively, interactive and engaging manner. Using complex and dynamic planning scenarios such as:
· Planning an estate freeze;
· Choosing an executor or attorney for property; or,
· Crafting a family business/family farm succession plan,
You will learn how to add value to the discussion by being intentional about communication, decision-making and process to ensure better outcomes.
Client versions of both event offerings are also available!
Family Enterprise and Family Businesses offer a unique opportunity for advisors to sustain intergenerational wealth and build value. Understanding the unique decision making, communication and planning needs & parameters of family business owners and enterprising families will help advisors give better advice and be the most trusted advisor.
Learn more about what an advisor to family enterprise does and how to add value to your clients. Family version also available.
Keynote and/or workshops for family and advisors to build skills on strategic intergenerational wealth planning and strategic family enterprise planning. Based on the strategic model revealed in Chris' book "The Naked Opus: Growing Your Family Wealth for the Long Term"
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