NAEPC Webinar: Collaboration Matters: Working Together to Produce Extraordinary Results
NAEPC Webinar: Collaboration Matters: Working Together to Produce Extraordinary Results
Presented by the National Association of Estate Planners & Councils
About the Program: When professionals operate in silos, the quality of advice and planning is subpar. Collaboration is essential in this increasingly complex world.
About the Speaker: Al Gibbons specializes in estate planning and life insurance for high net worth individuals, high-level corporate executives, and successful entrepreneurs. He works closely with professional tax advisors (attorneys, accountants, and trust officers) designing and implementing sophisticated life insurance strategies to help solve their clients’ unique estate planning needs.
Zoom Virtual Happy Hour to follow.
Please note the change of format, date/time, and RSVP details.
Members of CREPC who RSVP will receive a Zoom link.
Please RSVP to Doug Loviscky at doug@lovisckylaw.com by Friday May 15.
