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Financial Advisors Webinar

FREE LIVE WEBINAR

NOVEMBER 16, 2023 | 11:00 AM | Via Zoom

ESTATE PLANNING

 

The 3 Most-Often Overlooked Estate Planning Basics …
That Will Grow Your Financial Services Business
(+ Personal Assets)
Exponentially




You are already telling your clients that they need to get an estate plan in place. Some jump right in, while others delay, delay, delay.
Join us for this powerful webinar that will help you help your clients and your practice. Here’s what YOU’LL LEARN:


1 Why the typical estate plan fails and could leave your client’s families in court and in conflict.

2 How to spot a family at risk (and also find out if yours is at risk) and what to do about it

3 Where you are likely losing clients (and maybe even your own personal assets) right now – and how to turn it around quickly.









The people you love will thank you for taking the time to do it right.








REGISTER NOW

Register here to receive the webinar details via email.

Reach out to amber@thesaundersfirm.com if you have any issues with registration or call 678-680-4336.

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LET US HELP YOU SUCCEED!










Disclaimer - This presentation is entirely free. We encourage you to stay until the end to hear about the solutions we offer to protect your loved ones if and when something should happen to you.© The Saunders Firm 2022 Privacy Policy