Featured Speaker: Making Clients Stick through Legacy Planning
9:45 AM - 10:45 AM
66% of children will transfer their inherited accounts after their parents die. How do you make clients “sticky”—where they stay with you through the years? This session will help you (1) move from beyond just planning to Legacy Planning (2) engage with clients in the soft issues of their planning—children, family, legacy, vision, and (3) practice generosity as a component of that legacy planning.