Recorded: April 30, 2015
Presented by Michael Smith, Esq.,Smith Barid, LLC
Duration: 35 minutes
Fellow ElderCounsel member, Mike Smith, has developed a spreadsheet that illustrates the value of planning and the return on investment. In 30 minutes, Mike will review the Cost Benefit Analysis Spreadsheet and how he conveys the val ue of planning with clients in an understandable way, making the decision to move forward an easy one for the client. As an ElderCounsel member, this webinar is complimentary to you–and so is the spreadsheet. Don’t miss this presentation and valuable practice tool.
Note: This webinar was recorded before ElderCounsel offered the complimentary ROI Calculator. Explore the ElderCounsel ROI Calculator, a variation of Mike’s tool here and was recorded on the old ElderCounsel website, however, the principles and application are the same.