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Hosted by  The Tampa Bay Estate Planning Council

Insight and Integration: When Collaboration Sparks Innovation

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.

Tuesday, October 29, 2024
5:15 PM - 7:30 PM Eastern Time

Location

Hillsborough County Bar Association
Ferguson Law Center
1610 N Tampa St
Tampa   FL   33602
(813)221-7777
 
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Map for Location





Continue and pay now by credit card, debit card, PayPal account or mailed check


Current Council Members - $0

Non-Members - $45

Registration Fee
Member
No Charge
 
Non-Member
$45.00

Event ID  315