IACP Monthly Webinar: Safeguarding Family Legacies through Collaborative Practice

Veranstaltungsdaten

  • IACP
  • Online über Zoom

In October, IACP is excited to present a webinar presentation by Peter Johnson exploring the growing opportunity for Collaborative Practice in trusts and estates. Peter will explain how a Collaborative team can help families address complex issues surrounding wealth and inheritance, and what this emerging practice area can look like in action.

 

Date: October 14
Time:
8am PT / 11am ET (check you local time here)
Length of Webinar: 60 mins, followed by 30 min discussion

Pricing:
Free for IACP members / USD 50 for non-members

Collaborative Trusts and Estates is an emerging area of practice that offers Collaborative Practitioners an opportunity to expand the ways they serve clients while applying the same core skills of communication, problem-solving, and relationship preservation that make Collaborative Practice so effective. For financial professionals and communication coaches, it can also open the door to new opportunities to expand their practices and contribute their existing expertise to a largely underserved area.

Please register by one hour in advance to receive
your Zoom link in time for the session.