The 3 estate planning mistakes you need to stop right … and how to fix them!
9 Jul, 201910:00am AEST1 hourTara Lucke will show join us The 3 estate planning mistakes you need to stop right … and how to fix them!
Does your estate planning process sound a little like this:
Client meeting is coming up
You remember that you need to ask client about whether they have an estate plan
You wait until the end of the meeting and then quickly bring it up, just as everyone is starting to pack up their pens
Client avoids eye contact and tells you that they have a will
You breathe a sigh of relief and quickly change the topic to how their favourite footy team is going
If so, you can’t miss this FREE webinar – The 3 estate planning mistakes you NEED to stop making RIGHT NOW … and how to fix them!
It’s going to re-shape the way you think about estate planning and the value it can add to your business.
Why testamentary trusts are such a powerful estate planning tool
Understanding that estate planning is so much more than just a will
How to re-shape your relationship with estate planning conversations and actually use estate planning in your business to make more money from your existing clients, while covering off on your risk