Clients usually have a lot at stake financially and emotionally when they engage an estate planner. The psychological aspects of estate planning are often overlooked and misunderstood, although they’re arguably more important than the complicated tax planning, asset protection advice and legal services we provide.

Please join us as Sharifa Jarrett discusses the psychological issues that interfere with effective estate planning and, most importantly, what can be done about it.

This will be a hybrid event
5:00 pm - Networking (Cash Bar)
6:00 pm - Welcome and Dinner Service Begins
6:25 pm - Zoom opens for virtual attendees
6:30 pm - Presentation Begins
7:30 pm - Meeting Concludes

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