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Clients' Motivations for Estate Planning | CCZ1117 18
REGISTER

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  • INSTRUCTOR(S)

November 17, 2017 12:00pm - 1:00pm

Soloman P. Ortiz International Center

1.00

Member: $40 Non Member: $40 Early Member: $35 Early Non Member: $35

Mr. Thomas W Cullinan

who should attend

CPAs and other accounting professionals
 
 
details

 
Objectives:
 
In this presentation, we'll explore what advisors ought not to do when approaching their clients, and how best to meet them where they are regarding personal choices and decisions. We'll look at factors relating to those who contribute to hospitals and healthcare charities based on groundbreaking research about affluent individuals and their motivations. Participants will also acquire tips starting these conversations with their clients.

advanced Prep

none
 
course level

basic
 
Prerequisites

none