A Free Live Webcast Event
 

Exclusively for
Estate Planning Attorneys and Financial Planners

The Best Ideas & Strategies

to Motivate Clients to Plan

Wednesday, April 29, 2009 • 1:00 - 2:00 p.m. Eastern Time

Space is Limited!            Click here to register now!
(By registering for this webcast, you may be contacted by the sponsor.)

Approved for one-hour CPE continuing education credit*.
Approved for one-hour CFP credit.

Economic volatility presents unique challenges as well as opportunities for estate planning professionals.

  • Are your clients hesitant to plan during turbulent market conditions?
  • Are your referral sources struggling to convince clients of the need for an estate plan?

In this webcast, you will learn why it is important to stay relevant to client’s needs during an uncertain economy, and how doing so will result in a profitable practice with sustainable value.

Our panel of experts will discuss ~

  • How comprehensive financial planning aids in client acquisition during turbulent times.
  • How to add value to current client relationships in a negative investment return environment.
  • How to optimize your clients’ tax avoidance strategies through Roth conversions, suspended 2009 RMDs, GRATs and IDGTs.
  • How to reduce client anxieties with self-settled trusts and defined value formula transfers. 
  

Moderator
Thomas Ahrens, Esq.
Estate Planning Attorney
Mechanicsburg, PA

Panelists
  Robert S. Keebler, CPA, MST, DEP
Partner,
Virchow, Krause & Co. LLP
Appleton, WI
  Richard C. Salmen, CFP®, CFA, EA
President,
Financial Planning Association
Senior Vice President,
GTrust Financial Partners
Overland Park, KS
  D. Scott Schrader, Esq.
Principal,
WealthCounsel, LLC
Partner,
Miller & Schrader, PLLC
Little Rock, AR

 

Click here to see our promotional ad in Wealth Management Business Magazine.


This Webcast is Sponsored by:


*CPE approval is obtained through NASBA. You must check with your individual state boards for acceptance.