October 19 Webinar Top Reasons Why Your Individual Clients Should be Seeking Your Advice on Financial and Estate Planning Considerations

Date:  October 19, 2011 during 11:00 AM – 12:00 PM ET
Duration: 1 hour
Speakers:  Sidney Kess, Lyle Benson, Dan Daniels, Jeremiah Doyle, Jacqueline Patterson, Martin Shenkman, Steven Siegel

Registration Information

Webinar Presentation (not nonetheless available) | Presentation Materials (not nonetheless available)
With all of a legislative activity around estates over a final year, now is a well-suited time for advisers to assistance clients make vicious financial and estate formulation decisions. Clients are undone with taxation doubt and stressed by mercantile turmoil. Clients need to devise now some-more than ever though many will not come to a formulation table. In this web seminar, a row of experts will lead financial planners in a practical, technically-sophisticated, though marketing-sensitive discussion:

What to suggest to clients in light of new legislative activity
How to remonstrate clients to accommodate now
How to get clients in a doorway to speak about financial and estate planning
Practical and specific formulation tips for estates, trusts, retirement, investments, word and tax
Practice aids – representation letters, checklists and other element to support we and your clients with estate formulation decisions

About Emil Estafanous, CPA
Certified Public Accountant (CPA) Tax Professional committed in representing taxpayers and resolving their tax problems.

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