2/8 Building Successful Relationships With Attorneys: What Planners Should Know
TrustCounsel President Greg Herman-Giddens sits on a panel of attorneys to discuss how financial planners can do a better job creating a trusting relationship with attorneys. What planners need to know, realistic expectations for referrals, mistakes to avoid, how to build trust, and more.
Registering on our site does not guarantee a seat at the event. This event is organized by the the Financial Planning Association and is for FPA members only.
2/23 Gun Trusts in Elder & Special Needs Law
TrustCounsel's principal attorney Gregory Herman-Giddens presents Gun Trusts in Elder & Special Needs Law at 3:30PM on Thursday, Feburary 23rd at the 21st Annual Elder & Special Needs Law Symposium.
Gun trusts can enhance your practice. Learn about using gun trusts in your elder and
special needs practice, and receive guidance on dealing with firearms in estate planning
and administration cases.
Registering on our site does not guarantee a seat at the event - please visit the link below for official registration. Register for the 21st Annual Elder & Special Needs Law Symposium directly with the North Carolina Bar.