Live Educational Events

Wednesday, May 22, 2024
11:00 am ET | 10:00 am CT | 9:00 am MT | 8:00 am PT

*Accepted by CFP® Board to qualify for 1 CE Credit hour

​

Estate Planning is a key element in every client’s comprehensive financial plan.

​

Join Attorney Jill Miller as she discusses how to optimize your time and productivity while engaging with attorneys.

​

Topics Include:

• The basics of Estate Planning

• Best practices you can use when interviewing attorneys to work with your clients

• Experiences of working with Financial Professionals: what works & what doesn’t

 

Questions? Submit them on the registration link or ask them live on the webinar.