Clients count on you to guide them through life’s biggest transitions, and estate planning is one of the most critical — and overlooked — parts of that journey. In this practical and timely Live From Philly webcast, Patrick Schultz and Shelby Anderson from Clark Capital’s Advanced Wealth Planning* Team will share the tools you need to know to help clients confidently build, update, and communicate their estate plans.
*This service is only available to clients with $10 million in assets under management.
This event is approved for one hour of CFP® CE Credit.
Clark Capital does not provide tax, legal, or accounting advice. Investors should consult with their personal tax, legal, and accounting professionals before engaging in any transaction.
