Events

Title: Uncovering Need & Creating Urgency Focus: Developing the Need The estate and business-planning issues that create advanced case opportunities How to surface problems clients already have but haven’t articulated Talking about complexity without overwhelming or alarming clients Framing the conversation so the client pulls the solution forward Click to Register: https://zoom.us/webinar/register/WN_nn-_AyLTR36YFbfAwOZn-w

Join Zoom Meeting https://zoom.us/j/94276617679?pwd=JZo3Ur0e5VWjkjLO0GQ8GaMgAA8fDa.1   Meeting ID: 942 7661 7679 Passcode: 689978   ---   One tap mobile +12532158782,,94276617679#,,,,*689978# US (Tacoma) +12532050468,,94276617679#,,,,*689978# US   Join instructions https://zoom.us/meetings/94276617679/invitations?signature=hiFtBn_rS0etPPU_bJRAK6SDd09JZB9r7pCxQ9A0CM8    

Title: Advanced Strategies Toolkit Focus: What advanced solutions can the team help you implement? How do you pay for it? Overview of the advanced planning toolkit and strategy “grid” How advanced strategies get funded in the real world Positioning insurance, assets, and structures in a way that feels intentional, not forced Avoiding the “great idea, […]