Mastering the Art of Hard Conversations

Bringing estate and legacy planning into your client conversations can be challenging – especially without the right tools in hand. Join Matt Morris, EncorEstate Plans CEO, and Joy Lere, Co-Founder of Shaping Wealth, to hear about the two superpowers that advisors can hone for greater success.

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Grief Literacy with Kathi Balasek

How to Solidify Trust with Clients Through Grief Literacy for Advisors: Have you ever struggled with what to say to a client after they faced a loss? Or have you caught yourself with your foot in your mouth after saying the wrong thing? This is the webinar for you! Learn what to say and not…

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Leveraging Estate Planning in Your Marketing Practices

Join EncorEstate Plans and White Glove on a discussion around how to maximize your marketing efforts utilizing estate planning services. At the heart of every great client relationship lies the value you bring as an advisor, and we believe there is profound value in supporting someone’s legacy. In this webinar, you will learn how to…

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Estate Planning for the Mass Affluent

This is a free continuing education webinar for CFPs where we’ll talk about the differences between wills and trusts, asset titling, beneficiary designations, effective use of trust-based estate planning, and much more! We will equip you with all of the education you need to start helping your clients bridge this gap!

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What Advisors Need to Know About Professional Trustees and Estate Planning Technology to Retain Generational Assets

In this session, we’ll outline how trusts are used as an effective estate planning tool and what client situations are best suited. We’ll cover the value of a trust based estate plans, and the fiduciary responsibility and duties of the trustee as well as the role of grantors, beneficiaries and other interested parties in estate…

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