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Keeping it in the Family: The Preplanning Advantage

Webinar Recorded: July 12, 2017
Presented by Michael Gold, Esq.
Gold and Gold
Duration: 68 minutes

There may be no immediate crisis but your clients may be in for significant health issues and financial crisis down the road. How do we help them understand the need to plan now in order to avoid significant loss of assets in the future? Join ElderCounsel member Michael Gold as he discusses how you should talk to clients about the value of planning early.

Topics discussed:

  • Marketing Strategies
  • What is Proactive Planning?
  • How to Increase Revenue Using Proactive Planning
  • How to Talk to Clients About Proactive Planning
  • How to Handle Objections
  • What’s in a Proactive Planning Package?

 CLE: 1 Hour

Many states have strict restrictions on pre-recorded (also called on-demand or distance learning) courses. Please review your State Bar’s rules and ElderCounsel’s CLE guide by state to determine if you are eligible to receive CLE for this course before viewing.

Receive CLE packet and attendance certificate: Near the end of the webinar, a button labeled “Receive CLE Packet” will appear in the top right corner of the video. You will be required to enter the attendance code given verbally during the webinar to download the packet. You will not be able to download the packet until you watch the webinar in its entirety. To ensure we are CLE compliant, the packet will not be distributed via email or any other method, it must be downloaded following the instructions above.

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