Essex County Estate Planning Council presents - The Family Meeting Advantage
Date: Tuesday, February 12, 2013
Time: 7:30 AM - 9:00 AM
Location: Spinelli's - Route One, Lynnfield, MA
Speaker: Vincent E. Bonazzoli, Esq.
The Essex County Estate Planning Council Educational Event: The Family Meeting Advantage
We hope that you can join us for this important presentation on the Family Meeting Advantage. Learn how to include a “Family Meeting” with your clients and their family members or successor fiduciaries as part of your “Client Experience”, incorporate this tool into your practice and:
· Enhance your relationship with your clients and their family members
· Better serve your clients and their families
· Be the “trusted advisor” for the families that you serve
· Market and grow your practice
· Accelerate and increase referrals
The Family Meeting Advantage is designed for attorneys, financial professionals, certified public accountants and insurance professionals alike.
A Continental Breakfast will be served from 7:30 to 8:00 to be followed by our distinguished speaker.
About the Speaker: Vincent E. Bonazzoli is the principal and sole owner of the Family Estate Planning Law Group, Lynnfield, MA; a firm concentrating in Estate Planning, Retirement & Business Planning, Trust & Estate Administration and Elder Law Planning. In January 2001, the firm launched a mandatory updating program for clients, providing them with continuous estate planning counsel. Mr. Bonazzoli also trains estate planning attorneys on this unique updating model though the Client Maintenance Academy. Currently an instructor for Boston University’s Certified Financial Planner program, Mr. Bonazzoli is also a frequent lecturer and national speaker on retirement planning, estate planning and Medicaid planning techniques for accountants, financial professionals, insurance professionals and the general public. He is also a Practice Advisor for Atticus, Inc., coaching attorneys in building sustainable, profitable law firms and supporting attorneys in achieving balance in their professional & personal lives.
You may pay online, at the door, or forward your check to:
David G. Strachan, Jr. Vice President and Trust Officer, Cambridge Trust Company
1336 Massachusetts Avenue, Cambridge, MA 02138.
We look forward to seeing you at this fun and informal event!
See Upcoming Event Calendar