Featured Speaker: The Wealth of Their Lives

When planners can bring the concept of “legacy” realistically down to earth and actively into planning, conversations and strategies find a level that can be deeply satisfying for both clients and advisors. Practical approaches, tools and ideas for doing so are the focus of this interactive presentation. Practice a comfortable conversational technique to engage clients very naturally on the topic. Learn about instruments of enduring self-expression – ethical wills and letters of wishes. Consider the value of identifying both tangible and intangible dimensions of wealth to develop strategies that can help a client’s vision of legacy come true, both during and after their lives.