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Why Estate Planning? Why Now?
Clients have so many reasons to put off estate planning. It’s too much trouble. It requires difficult decision-making. There’s always tomorrow.

During the height of the Coronavirus it started to hit home that a person could feel fine today and land in the hospital on a ventilator tomorrow, isolated from loved ones with no chance to get their affairs in order.

Thankfully today, Covid no longer means a death sentence for most people, but the “Why Estate Planning? Why Now?” message needs to stay front and center. It’s our professional responsibility as financial planners to urge clients to do it. This means understanding the nuts and bolts of estate planning and also applying some effective persuasion techniques that will motivate clients to do what they know they need to do.

If you’ve been subject to estate-planning malaise (just like your clients) – you know it’s important but you can’t get motivated to do it -- come to this webinar and see how our Savvy Generational Planning program can help you fulfill this important fiduciary duty.

This webinar will cover:

• Timely and effective communications that motivate clients to act
• The six-step process that ensures clients’ asset-transfer wishes are carried out
• How to bring the next generation into the conversation
• How to form and manage the estate planning team
• Tools and resources to make estate planning easier

Dec 13, 2022 04:00 PM in Eastern Time (US and Canada)

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Elaine Floyd, CFP®
Director of Retirement and Life Planning @Horsesmouth
Elaine is the author of The Financial Advisor’s Guide to Savvy Social Security and The Financial Advisor’s Guide to Savvy Medicare. She is often quoted in leading publications including the Wall Street Journal, Kiplinger’s Retirement Report, Marketwatch’s Retirement Weekly and other publications.