Estate Planning Summit
The actionable (and free!) virtual estate planning conference where real deal advisors, attorneys, and experts share what’s working in closing the client estate planning procrastination gap.
It’s great to talk about the future of estate planning, but what about the here and now when millions of clients STILL need complete, notarized, and funded estate plans? The client estate planning procrastination gap ain’t gonna close itself!
That’s why the Estate Planning Summit has brought together the best of the best practitioners who have helped ensure thousands of clients have up-to-date and funded estate plans in place.
The Estate Planning Summit is virtual and free to attend, and is nothing but hands-on sessions (some CE credit sessions, too!) from advisors, attorneys, and experts who have been in the trenches with clients.
Join the Waitlist – Agenda Dropping Soon!
Learn from The Best
The speakers this year are absolute standouts and excellent at what they do (you’ll recognize some, if not all, of them 😁):
Agenda
Agenda will be revealed in the coming weeks!
An Unforgettable Venue
For the Summit, your office (whether at home or work) becomes an estate planning oasis. Mornings open with a cup of your favorite coffee or tea; evenings wind down over your dinner table where you can share all the estate planning goodness you’ve learned with your family. Capacity is intentionally kept open, ensuring that you can tune in from the comfort of wherever you work (even if it’s driving to your office!)
FAQs About The Estate Planning Summit
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