Oct. 8, 2025
Legacy Conversations: The Value of Educating Clients about Ethical Wills and Letters of Wishes
Join us from 8–10 a.m. on Wednesday, Oct. 8, for “Legacy Conversations: The Value of Educating Clients about Ethical Wills and Letters of Wishes.”
Presented by Susan Turnbull of Personal Legacy Advisors, this virtual presentation describes how financial and estate planning professionals can bring the concept of “legacy” down to earth, sparking conversations and strategies that can be deeply satisfying for both clients and advisors.
CE Credits TBD.
