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WEBINAR – Estate Planning Check-Up

April 28, 2020 @ 12:00 pm - 1:00 pm

You have probably heard the saying “The only constant is life is change” and that could not be more accurate as we consider the past few weeks.  We have seen the price of oil drop, sporting events get cancelled or postponed, the stock market go up and down, and have all been impacted by the influence of the Coronavirus and the need to work from home and maintain social distancing standards.  It is during times like this that many are reconsidering priorities and commitments; things that just a few weeks ago seemed certain, are now in question.

For many of our families this is a time to pull out and dust off their estate planning to make sure that it is in order and up to date.  In this webinar we will look at some specific questions and topics that financial advisors can share with their families and clients to help them evaluate their estate planning and consider if any changes need to be made.

This session will cover the importance of keeping an estate plan current, discuss what changes a client can expect, and how to conduct an estate plan check-up.

Whether an advisor is considering adding estate planning check-ups to their practice or they are currently conducting them, today’s session will provide the materials an advisor needs to effectively evaluate a client’s estate plan. During this session, we will discuss how to strategically ask questions and discover if the clients need their estate plan updated.

Learning Objectives:

  1. Knowledge of what changes effect an estate plan;
  2. The confidence to talk with clients and prospective clients about their existing estate planning; and
  3. A model estate planning check-up to incorporate into their current client service model


April 28, 2020
12:00 pm - 1:00 pm


David Meredith
View Organizer Website

Registrations are closed for this event