Insights: Seminar

What's the Plan? A Collaborative Look at Estate Planning

Event Description: In the estate planning process, details are crucial and rules are constantly changing. Exploring different perspectives creates a strong plan.

Join the Estate Planners Council of Southern Minnesota for What’s the Plan? A Collaborative Look at Estate Planning. During this multi-disciplinary case review and social, attendees will review sample client cases with professionals from different disciplines; comparing thoughts, ideas and plans. In addition, attendees will explore common questions while working with clients and have the opportunity to network with local estate planning professionals from a variety of disciplines. Light appetizers and refreshments will be served.

This event is free to EPCSM members. Not a member? No problem! We invite you to take this opportunity and check us out. Please RSVP by July 27.

 

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