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Transform Your Practice:

Complimentary Estate Planning Seminar for Financial Advisors

Financial Advisors and Estate Planning:
A Partnership Built for Client Success

As a financial professional, your influence goes far beyond managing portfolios – you are a trusted partner in safeguarding your clients’ financial futures.
 
Estate planning plays a pivotal role in this process, serving as a cornerstone of a truly comprehensive wealth strategy by ensuring that financial goals are protected, wealth is preserved, and assets are effectively managed and transferred in alignment with a client’s broader objectives.

Estate Planning 101:
A Complimentary Webinar for Financial Advisors

Join us for a live, attorney-led webinar tailored exclusively for financial advisors. Discover practical strategies and foundational insights to strengthen your practice. This session is open to financial professionals of all experience levels, with the added opportunity to earn CFP credit for those with the designation.
 

Key Takeaways:

  • Understand the Essentials: Gain clarity on capacity documents, wills, and revocable living trusts as the building blocks of any estate plan.
  • Tax Planning Insights: Learn how Oregon, Washington, and federal estate tax laws affect your clients-and discover strategies to reduce their tax liabilities.
  • Wealth Preservation Strategies: Explore how estate planning supports long-term financial security and builds trust with your clients.
  • Enhance Client Relationships: Position yourself as a holistic advisor by aligning estate planning with your clients’ financial goals.
This complimentary estate planning webinar is tailored to help you integrate estate planning into your practice, making you an indispensable partner in your clients’ financial journeys. Reserve your spot today and unlock tools to protect their wealth and solidify your role as a trusted advisor.
 
All seminars are conveniently held online and scheduled in Pacific Standard Time:
 
  • Friday, March 28 @ 3:00 PM
  • Friday, April 18 @ 3:00 PM
 
Seats are limited-secure your spot today!

  • The Importance of Wills

  • The Role of Trusts

  • Navigating Federal and State Estate Taxes

  • Leveraging Lifetime Gifts

  • Incapacity Planning

  • Understanding the Scope of Powers of Attorney

Live Online Seminars Sign Up

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