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August 1 @ 12:00 pm - 1:00 pm EDT
Member Meet-Up: Helping your clients put their story in trusted hands
Join Glen Cone, author of Generation Preservation, for this talk. He will discuss the importance of clarifying, chronicling, and managing your client’s personal information to help them and their families de-mystify financial matters that make a significant difference in each unique legacy, Anyone who has ever lost a loved one or had to untangle and liquidate and estate will understand the value of having a guide to help them make decisions for those who are unable to do it themselves. All attendees will be provided with a complimentary PDF version of the instructional book that will help them guide clients through this process.