Practical approaches for helping your clients create lasting personal legacies

Date: Thursday, November 12, 2020
Time: 4:00pm - 5:30pm
Location: Zoom
Speaker: Susan Trumbull

Join us for an interactive, virtual presentation to learn and practice new approaches to connecting more deeply with your clients.

Research shows that your clients want you, their trusted advisors, to ask about their charitable giving. As your partner in philanthropy, ECCF is here to support you in these conversations.

The Wealth of Their Lives:

Practical approaches for helping clients create lasting personal legacies

When the notion of “legacy” is realistically brought down to earth and actively into planning, conversations and strategies can be deeply satisfying for both clients and advisors.

Susan Turnbull is the founder and principal of Personal Legacy Advisors and will guide you through an engaging values-focused conversational technique initiated by a voluntarily told story.

The session will also take a look at the enduring value of non-binding personal legacy documents – ethical wills and letters of wishes – and where they fit into financial, estate and philanthropic planning.

Visit the Essex County Estate Planning Council website to register for this event.


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