Estate Planning Paralysis: Getting Your Clients to Act
About the talk:
When evaluating tax and estate planning advice, many clients often find themselves paralyzed from taking any action. How do you determine the optimal solutions to address your clients’ needs, communicate sophisticated planning strategies in a manner that is easy to understand, and motivate a client to implement those strategies? This seminar provides concrete methods for you to help clients move beyond anxiety and confusion and take action—even in an environment of ongoing market volatility and economic uncertainty.
Speaker bio: Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®
National Wealth Strategist
As a national wealth strategist at BNY Mellon, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of The American College of Trust and Estate Counsel (ACTEC), and a sought-after speaker for tax, estate planning and family governance topics at major conferences throughout the country. In addition, Mr. Miller has published numerous articles, and he is frequently quoted as an industry expert in the media. He received a master of laws in taxation and a juris doctor from New York University School of Law and a bachelor’s degree, with honors, from the University of California at Berkeley.
CE
CPE Learning Objectives
Upon completion of this course, you should be able to: Help your clients recognize and articulate their own planning needs.
Better communicate the strategies and solutions you offer to your clients. Motivate your client to take action now and avoid the cost of procrastination.
Delivery Method: Group-live setting
Earn 1 CPE Credits for this session. Number of credit hours earned based on 50 minutes of talk. Change if more than one hour.
Field of Study: Specialized knowledge
Program Level Intermediate
Prerequisites – There are no prerequisites or advanced preparation for this session
Who should attend? Everyone at all levels
CFP
Program Summary:
Learning Objective(s): Help your clients recognize and articulate their own planning needs.
Better communicate the strategies and solutions you offer to your clients. Motivate your client to take action now and avoid the cost of procrastination.
Level of Complexity Overview
