Collaboration in estate planning is not just about working together—it’s about integrating diverse expertise and perspectives to spark innovation and create a more effective and personalized estate plan. Working in a collaborative environment can be incredibly rewarding, but it's not without its challenges.
Please join us on October 29, for a panel discussion where we will explore the benefits and strategies of working together to create more effective and personalized estate plans.
During this session, we will:
Discuss the importance of collaboration between the professionals involved in the process
Address some of the common concerns of working in a collaborative environment
Share practical tips for fostering effective communication and collaboration
Embracing collaboration in estate planning can transform challenges into opportunities, driving innovation and delivering exceptional value to clients.
We look forward to your participation and a productive discussion on how we can all work together to enhance estate planning processes.
Agenda
5:15 PM - Professional Networking with Apps & Drinks
6:30 PM - Panel Discussion Begins
7:30 PM - Program Concludes
This events is FREE for Tampa Bay Estate Planning Council members. $45 for non-members.
Register by 5 PM on October 26. To let us know that you will be attending, please use one of the RSVP options on the right.