• Friday Mar 23, 2018
• Start Time: 11:30AM
• End Time: 1:15AM
• Integrity Bank & Trust – 13540 Meadowgrass Dr., #100 Colorado Springs, CO 80921
• Presented by: Kevin Forbush, Esq

Guiding an Effective Legacy Planning Conversation

We have the unique opportunity to help our clients incorporate their values into a multi-generational plan that addresses far more than the simple transfer of their “stuff”. Presented by local Estate Planning Attorney and a leader in legacy planning Kevin Forbush, this interactive and thought-provoking session will take you deeper into facilitating the conversation needed for effective legacy planning. Kevin will address:

1. Why legacy planning? Why has the traditional approach failed to address what clients really need and want?
2. Understanding how exploring legacy planning with your clients will strengthen your practice.
3. Implementing a process of Ask… Listen… Counsel
4. Learning to ask specific open-ended questions that guide clients from where they are at, and helps explore what is really important to them.

 Presentation submitted for 1-hour of CFP CE credit

Register