In-Person Networking Event with Webinar Replay: Estate Planning Paralysis: Getting Your Clients to Act in 2023
Complimentary for Members! Each member is also permitted to bring one guest to this event.
Please note this event is in person only.
About the Program
When evaluating tax, estate, and philanthropic planning advice, many clients often find themselves paralyzed from taking any action. How do you determine the optimal solutions to address your clients’ needs, communicate sophisticated planning strategies in a manner that is easy to understand, and motivate a client to implement those strategies? This seminar provides concrete methods for you to help clients move beyond anxiety and confusion and take action—even in an environment of ongoing market volatility and economic uncertainty.
About the Speaker
Justin Miller, J.D., LL.M. (taxation), TEP, CFP®, AEP® is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company, where he works collaboratively with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. Justin also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law.
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. A certificate of completion will also be available for those AEPs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements. The council strongly recommends that those who are self-reporting check with their governing body to determine the eligibility of continuing education credit for an on-demand distance-learning program.
Reservation Policy – All attendees are encouraged to register in advance. There is no fee to attend the program. Each member is permitted to bring one non-member guest.
To reserve, click "Register Now" below.
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