Collaborative Learning Webinar – Sudden Wealth
This is a webinar supported by CFLCW
This session is designed to help the advisor evaluate the legal and tax considerations when inheriting a large sum of money, identify financial planning opportunities and challenges for clients experiencing sudden wealth, and gain an understanding of the tools available when planning for clients that have multiple priorities.
Collaborative learning is where a problem is presented and you and your peers jointly develop solutions. Not only are you hearing ideas and solutions, you’re sharing them. You’ll work with attorneys, CPAs, Financial Planners, Insurance and Risk Management experts and perhaps talented experts you never considered.
A few days prior to the event you will receive a confirmation notice with the case study. During the event you’ll be randomly assigned to a breakout room and collaboratively your group will discuss concerns and develop solutions. We’ll share findings and hear from our expert Jorie (Forrester) Pitt, CFP®, Principal, Senior Wealth Advisor at AHC Advisors.
To view Jorie Pitt’s bio – click here!
We’ll get started at 3:00 pm and everything will wrap up by 4:30 pm.
FPA WI, NAIFA WI, SFSP and CFLCW will host different Collaborative Learning events with varying topic throughout the year. All topics require multiple disciplines and incredible networking opportunities. Registration is FREE for everyone that attends.
Approved for 1 CFP CE and 1 WI Insurance CE.
Questions? Contact Mike Smith, CFLCW Affiliate Member
August 18, 2020
3:00 PM CDT – 4:30 PM CDT