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In It Together Meetup – April 21, 2020

  • What Are Ways to Package Planning Docs and How Do You Recommend Pricing Packages?
  • How Should We Do a Single Doc like a POA in the Era of COVID-19?
  • If My PPP Loan Was Not Approved Before Money Ran Out, Do I need to Re-Apply?
  • What Are the Best Strategies to Market Estate Planning Without Looking Tone Deaf or Insensitive
  • How Should We Address Caregiver Issues During This Time?
  • Do You Have Any Ideas for Taking Time Off to Avoid Burnout?
  • Should We Be Planning to Do More Online Marketing, and if so, for How Long?
  • What Are Some Ways to Get Business From Existing Clients Right Now?
  • How Can We Sell Our Services by Zoom Meetings?

Recorded: April 21, 2020
Panel includes: Cary Moss, Esq., Sawyer & Sawyer, P.A., Heinz J. Brisske, Esq., Huck Bouma, Amy Haupert, Esq., Law Office of Fay Blix, Valerie L. Peterson, J.D., ElderCounsel, and Jim Wolverton, J.D., ElderCounsel

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