Webinar for financial advisors: The Value of Introducing Clients to the Ethical Will

Posted by Susan Turnbull May 22, 2017 in Blog

It was a privilege to be the guest leader of a webinar sponsored by digital storage provider, Everplans for the financial professionals they serve.  The topic was ethical wills: namely, the benefits to advisors in adding the ethical will to their standard checklist of things their clients should be familiar with.  This free 60 minute program offers a thorough overview of ethical wills in the context of financial and estate planning, and reviews 1) why so many clients “get the idea” almost immediately and 2) how the concept opens doors to important conversations about legacy and avenues for effective inter-generational communication.

You can listen to the webinar here.

 

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