Free

Together Everyone Achieves More: Professional Collaboration | Complimentary...

Event Information

Share this event

Date and Time

Location

Location

Hooper Law Office

2 N North Systems Drive

Appleton, WI 54914

View Map

Event description

Description

  • Accepted for 2 CE credit hours by the CFP Board
  • Approved for 2 Insurance CE credits

Every client should have a team that consists of a financial advisor, a tax advisor, and a legal advisor.

As a financial advisor, you have a very important role and are in a unique position to review clients' plans and recognize when there may be an issue with their Estate Plan. This gives you a unique ability to identify and correct issues before they cost your client or their family time, money, and heartache.

Join us to learn how to better understand the design of an Estate Plan, how to correctly identify problems before they happen, and which professional from the team should be addressing the issue.

We will discuss:

  • Who are the professionals your client should include on their team? What are their roles?
  • When and how is it ethical to share client information?
  • What is the unauthorized practice of law, and how can you avoid it?
  • How can collaboration help professionals mitigate their risk of liability?
  • What should professionals serving a role within a client's estate plan be aware of?
Share with friends

Date and Time

Location

Hooper Law Office

2 N North Systems Drive

Appleton, WI 54914

View Map

Save This Event

Event Saved