What Financial Advisors Don’t Know About Working With Attorneys

What Financial Advisors Don’t Know About Working With Attorneys

Who Should Attend:
  • Financial Planners
  • Insurance Professionals
  • Wealth Management Specialists
Topics Covered:
  • Fiduciary Practices: How the World is Changing
  • Valuation Specialists: Your Secret Source of Referrals
  • Real Estate Advice: The 800 lb. Gorilla Question
  • Life Insurance Trusts: CYA – Dot the Eyes and Cross the T’s!