Earn CE Credit | What Clients Need to Know in 2024
| | | Trends in Trust and Estate Planning 2024 |
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| | DATE:
Wednesday
November 20, 2024 |
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| | TIME:
1:00 PM ET
10:00 AM PT |
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What is currently driving clients to seek guidance about estate planning?
To find out, Trusts & Estates recently conducted an in-depth survey of the financial advisor and estate-planning attorney communities. This webinar will present the findings of that research and discuss what clients are concerned about now and what financial advisors and estate-planning attorneys are doing — and should be doing — to meet their clients’ needs.
Specifically, the webinar will cover:
Why has interest in estate planning grown over the past year? Why are clients increasingly worried about taxes? Which age groups are most likely to seek estate-planning guidance? When do advisors and estate-planning attorneys think it’s useful to have a corporate fiduciary? How can estate planning help in succession issues involving family businesses? |
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| EARN CE CREDIT | | CFP (live event only), CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour. | | |
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| | | David Armstrong - Moderator Executive Director, Content, WealthManagement.com Informa Connect |
| | | Kristin Letourneau, PhD - Speaker Vice President, Research Informa Engage |
| | | Katie Carlson - Speaker Head of Wealth Strategy Bank of America |
| | | Colin Korzec - Speaker Head of Trust and Estate Settlement Services Bank of America |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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