Helping clients preserve family unity in the wealth transfer process

Thursday, December 12, 2024 12:00pm - 1:00pm

Online

1.00 Credits

Member Price $75.00

Non-Member Price $89.00

Overview

Enhance success of wealth transfer plans

Understand how CPAs can significantly enhance the success of their client’s wealth transfer plans and personal fulfillment by addressing important qualitative issues that affect family unity.

This webinar features Amy Castoro, CEO of The Williams Group, which specializes in enhancing family communication and connection, and Lisa Featherngill, national director of wealth planning at Comerica.

Highlights

Guiding families to successful wealth transfers.

Understanding the important qualitative issues involved with bringing harmony to family dynamics.

Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning

Designed For

Tax professionals who serve individual clients

CPA financial planners and other professional financial planners

Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

Objectives

Identify the family dynamics that can lead to failed wealth transfer plans.
Determine how to guide your family clients to implement successful estate plans.
Distinguish the qualitative issues that affect family unity.