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How I’m Changing My Practice, Client Meetings, Client Planning and More to Address the Coronavirus
Wednesday, April 29, 2020 | 2:00 pm ET / 11:00 am PT

Health issues are no doubt of paramount importance for you and your practice. How and what should you be communicating with clients? Learn More

PRESENTER:
Paul Benda
Senior Vice President,
Risk & Cybersecurity Policy
American Bankers Association

PRESENTER:
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP^® (Distinguished)
Founder
Shenkman Law

PRESENTER:
Jonathan G. Blattmachr
Director of Estate Planning
Peak Trust Company

MODERATOR:

Susan Lipp
Editor in Chief

Trust & Estates

Health issues are no doubt of paramount importance for you and your practice. How and what should you be communicating with clients? How should you hold meetings? What are the issues around signing documents? And how can technology help you continue to practice in the current environment?

This timely webinar will explore critical steps you should consider for your practice in light of the coronavirus—and implications of the pandemic that clients need to be aware of now, including:

Legal, tax, financial and other repercussions
Living wills and DNRs that are crucial to review
Estate and tax planning for the current environment
Standard forms that may contain language regarding intubation that, if not revised, could result in a tragic denial of care
Dangerously outdated wills and other documents
The impact on small businesses, including revenue sources, expenditures, retirement plans, estate plans, financial models, business succession plans and much more

CFP, CIMA^®, CPWA^®, and AEP^® CE Credits have been applied for and are pending approval.

SPONSORED BY:

Not able to attend? Register anyway! Archived versions of WealthManagement.com webinars are available to watch On Demand shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.

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