Updating Year End Estate Planning!
As the calendar year winds down, estate planners face unique opportunities—and responsibilities—when guiding clients through the close of 2025. Join us for a timely conversation over breakfast, where we’ll highlight practical reminders and considerations that can help you finish the year strong with your clients.
This session will emphasize strategies and perspectives relevant across disciplines, offering insights that attorneys, financial advisors, accountants, and trust professionals can apply in their work. From tax-sensitive opportunities to forward-looking planning conversations, we’ll share approaches that ensure client relationships are well-positioned heading into the new year.
Come prepared to connect with colleagues, exchange perspectives, and leave with actionable takeaways to enhance your year-end client work.
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