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  • Chicago Loop Collaboratory Lunch

Chicago Loop Collaboratory Lunch

  • July 14, 2015
  • 11:45 AM - 1:45 PM (CDT)
  • Correa Law, 225 W. Washington, 22nd Fl., Chicago.

Registration

  • One time only discounted first meeting fee.

Registration is closed
Chicago Loop Collaboratory Lunch

(Bring your own lunch & beverage)


TOPIC: The Benefits of Sharing Your Wishes or The Great Beyond (Wills and Trusts)


facilitated by Steve Byrne, finalroadmap.com


The media is increasingly populated with stories about end-of-life decisions driven by the wave of Baby Boomers dealing with their aging parents, their own retirements and their hopes for their children. 


This topic will increasingly infiltrate discussions between professional advisors and their clients. One of the unintended realities of being a trusted advisor is the obligation to encourage people to make end-of-life decisions.


Wills and Trusts are vital to a well-executed Estate Plan, but there is so much more that clients need.


Documenting and sharing wishes empowers clients to control what happens to them and their estate when they are unable to speak for themselves, either temporarily or permanently.


Encouraging your clients to plan ahead, you will:


• Enhance client retention and add value to your client offering, positioning you and your firm as a trusted advisor, rather than just a service provider.


• Benefit from clients being better prepared and organized in advance, thereby saving you (unbillable!) time and money spent sorting through all of those unorganized documents.


Come prepared to share any experiences of clients, family or friends who experienced difficulties when a loved one passed away without proper planning.


RSVP today!


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