Estate Planning/Probate Section Meeting
For additional questions, please contact Chris Downs, Chair, chris@weekslawfirm.com
ESTATE PLANNING/PROBATE SECTION VIRTUAL MEETING
JANUARY 8, NOON
TOPIC: New Genre of Licensed Professionals for Distributions from Trust Based on Ability to Manage Those Assets
Join us to hear from Shellee Henson, MS, LMFT, LSOTP. Her goal is to offer attendees insight on how to work with individual clients who are struggling to meet their financial goals and with couples who disagree on how to manage their money. There will be tips on how to get all of the information needed to see the whole picture, including goals, attitudes, and experiences. I will also provide guidance on helping couples to successfully communicate with each other so that they can create a plan that reflects both of their money management styles and eliminates conflict over money issues.
Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_Ncn1U2DfQICCIgOrxdL4Xw
After registering, you will receive a confirmation containing information about joining the webinar. An additional email to the attendees will be distributed the day AFTER the meeting containing the continuing education submission form (only members receive CLE).