Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance
Registration is Open
CPE PowerPass Users
Overview:
Achieving a client’s financial well-being goals requires a varied and personalized approach though a combination of tools can serve to fortify anyone’s financial future. We discuss the critical trifecta of estate planning, wills and insurance on mitigating risks and protecting assets.
Objectives:
- Create a comprehensive employee training program integrating retention techniques, life insurance policy management, and estate tax mitigation strategies to optimize organizational sustainability and financial planning.
Major Topics:
- Employee retention
- Business Exit Planning Insurance
- Estate Planning
Major Topics:
- Employee retention
- Business Exit Planning Insurance
- Estate Planning