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DTSTART:20130212T123000Z
DTEND:20130212T140000Z
LOCATION:Spinelli's - Route One, Lynnfield, MA
UID:729520130212T123000ZEssex County Estate Planning Council presents - The Family Meeting Advantage
DTSTAMP:20260617T211112Z
DESCRIPTION:\nThe Essex County Estate Planning Council Educational Event: The Family Meeting Advantage\n \nWe 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: \n·       Enhance your relationship with your clients and their family members \n·       Better serve your clients and their families  \n·       Be the “trusted advisor” for the families that you serve \n·       Market and grow your practice \n·       Accelerate and increase referrals \nThe Family Meeting Advantage is designed for attorneys, financial professionals, certified public accountants and insurance professionals alike. \n \nA Continental Breakfast will be served from 7:30 to 8:00 to be followed by our distinguished speaker.\n  \nAbout the Speaker:  Vincent E. Bonazzoli is the principal and sole owner of the [Family Estate Planning Law Group](http://www.feplg.com/), 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](http://www.clientmaintenanceacademy.com/). 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. \n \nYou may pay online, at the door, or forward your check to:\n \nDavid G. Strachan, Jr. Vice President and Trust Officer, Cambridge Trust Company\n \n1336 Massachusetts Avenue, Cambridge, MA 02138.\n \nWe look forward to seeing you at this fun and informal event!\n
SUMMARY:Essex County Estate Planning Council presents - The Family Meeting Advantage - Essex County Estate Planning Council 
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