Master Estate Planning

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Estate Planning Summit 2024

Mastering Estate Planning

The Estate planning landscape has seen myriad changes over the years. Providing unmatched services to your clients requires you to stay ahead of the curve.

At 2024's Estate Planning Summit, we'll delve deep into 3 key areas that bring the most impact to your professional practice. 
 

They are:

• Understanding the evolving landscape
• Preparing for the Unexpected with Robust Contingency Planning
• Executing with Precision

Understanding the Evolving Landscape:

The estate planning landscape is constantly changing. Besides tax and regulatory changes, professionals also need to be aware of the subtle cultural and economic shifts that shape client expectations. Sessions under this category will help you understand the major changes. 

Preparing for the Unexpected with Robust Contingency Planning:

The real test for professionals is having the hard conversations. What makes it easier for everyone involved is sound contingency planning that protects your clients in unforeseen situations.

Executing with Precision:

Mastering estate planning means implementing complex strategies. Sessions in this category provides practical answers and guides you through the nuances and fine print of the estate planning industry.

Join us at the Estate Planning Summit to learn and elevate your practice.

Recap Videos from 2023 and 2022 events

Photos from Estate Planning Summit 2022 & 2023 

Thank You to Our Event Sponsors

Diamond Sponsor

Questions:

If you have any questions or concerns regarding this communication, please reach out to the Advocis Greater Vancouver chapter at GreaterVancouver@advocischapter.ca

Advocis Greater Vancouver
Advocis Greater Vancouver chapter at
GreaterVancouver@advocischapter.ca