Implementing Estate Planning Education to Empower Planning-centric Conversations (1 CFP® CE Credit*)

Join Trust & Will's Mitch Mitchell and Andres Mazabel as they discuss the importance of implementing estate planning into an advisors practice. They'll discuss the basics of estate planning, how to lead with education, and how to build a scalable process that enables you to deepen client relationships.

*CFP Credits not applicable for viewing recorded webinar

Andres Mazabel
 Head of Advisor Solutions
Trust & Will
Mitch Mitchell
Associate Counsel of Estate Planning
Trust & Will
Madeline McAleer
Financial Planning Services Consultant
eMoney Advisor