| Creating an estate plan is one thing—helping clients successfully implement it is another.
Financial planners often encounter clients who understand the importance of estate planning but struggle to take the necessary steps. The FPA of Florida's four-part webinar series, Getting to the Finish Line: Services, Tactics and Resources to Help Clients Implement Estate Planning, is designed to bridge that gap by providing practical tools, proven strategies, and valuable resources that help planners move clients from planning to action to completion.
This unique series brings together experts from Encorestate, AdvisorsEP, and DMI University to explore solutions that support every stage of the estate planning process. Attendees will learn how to identify common implementation roadblocks, improve client engagement, coordinate more effectively with estate planning professionals, and leverage available resources to increase follow-through and outcomes.
In addition to expert-led presentations, the series concludes with an interactive attendee debrief and discussion session, allowing participants to share insights, discuss challenges, and exchange ideas with fellow professionals.
For just $40, attendees gain access to all four sessions, delivering exceptional value and actionable knowledge that can immediately enhance client service. Whether you are looking to improve estate planning conversations, increase implementation rates, or expand your professional toolkit, this series will equip you with practical approaches to help clients confidently cross the finish line and achieve their planning goals. |
