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Coffee with Closers: Deciphering the many facets of Legacy Planning
Join us for an in-depth discussion on the many approaches to Legacy Planning.

You will learn successful techniques that can be immediately put to use in your practice:

* How to initiate the fact finding conversation with your clients
* The most common family situations and how to approach them
* Tools and product solutions that work
* Generating new clients through your Legacy Planning efforts

This programs promises to create new sales opportunities for you. Don’t miss it!

May 6, 2021 09:00 AM in Pacific Time (US and Canada)

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