We are excited to announce the launch of a new training program titled, “Estate Planning Strategies – A New Paradigm for Advisors.” This online, self-study program is designed in partnership with industry-leading estate planning attorney, Donna Schumell and Greene Consulting.
The online, self-study program equips Financial Advisors with:
- A broad understanding of The American Taxpayer Relief Act of 2012 and how it impacts high net worth clients from an estate planning perspective
- Actionable techniques for engaging clients in the right conversations that will drive opportunities and deepen client relationships
Learn more about this program and see a free lesson sample by clicking the link below.