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An Elder Law Presentation to Attorneys, Financial Advisors, and CPAs

Webinar Recorded: January 24, 2017
Presented by Herb Chavers, Esq., 
Chavers Law
Duration: 25 minutes

This is a follow up presentation to Kristin Yokomoto’s PEP Talk on July 12, 2016 titled “Turn an Advisor Presentation into New Business“. Herb built upon Kristin’s presentation by expanding the breadth of the presentation so as to include information pertinent for fellow attorneys and tax professionals.

The presentation provides an overview of:

  • Estate planning for elderly clients
  • The Elder Care Journey and Demographics
  • Long-Term Care Challenges
  • Signs to Look Out For

Almost half of the presentation focuses on the importance of a Team Approach, especially among the elder law attorney, financial advisor and tax professional, while answering the age old, but still pressing question of all advisors, “What’s in it for Me?”.  Herb will also discuss how to engage the advisors and slides that promote interaction.

In this recording, two separate presentations are mentioned. Those videos can be accessed here.
Turn an Advisor Presentation into New Business
Elder Law: What it Means for Financial Advisors and Your Clients

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