Mastering the Art of Hard Conversations

March 27, 2024, 12:00 pm EST

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.

Meet the Speakers

Matt Morris

CEO, EncorEstate Plans

Joy Lere

Co-Founder at Shaping Wealth