Thriving in Estate Planning, Part 2

05 Oct 2017
9:40 am - 10:55 am

Thriving in Estate Planning, Part 2

In Part 2 of Thriving, we continue the discussion of creative techniques clients are implementing to take advantage of planning opportunities in today’s volatile political and economic climate. Part II will focus on the collaborative nature of interdisciplinary planning to get a client’s professional team aligned for maximum planning impact.