Candid Conversations: Estate Planning | Techniques and Tactics for Talking About Death with Clients (1 CFP® CE Credit*)
To meet growing expectations for tailored client experiences, financial professionals are challenged to weave together the technical and psychological aspects of financial planning.
Join eMoney's Sasha Grabenstetter, AFC® and Joseph Buhrmann, MBA, CFP®, CLU®, ChFC® as they discuss the importance of conversations about estate planning. You'll learn how to initiate the conversation, incorporate discussions into your planning and reviews, apply behavioral techniques to help motivate clients to action, and ways technology can assist you with these important conversations.
*CFP Credits not applicable for viewing recorded webinar