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Proactive Strategies to Provide Added Value to Clients
Presentation Scheduled for Monday, October 16, 2:30-3:30 pm
Approved CE: 1 CFP, 1 CIMA, 1 NASBA/CPE and 1 CLE Stnd
Having a trust company by your side while planning an estate is of utmost importance when looking to preserve the integrity of your practice over time. This presentation will focus on strategies for retaining your best clients, where we’ll be discussing the advantages of early trust planning and choosing the appropriate trust company to partner with. You will learn how to be proactive in your approach to creating the right trust strategy for your high net worth clients and how to ensure you are transitioning wealth through generations.
Presenter Chad M. Halbur is President and a shareholder of Cornerstone Private Asset Trust Company, LLC. He is responsible for establishing procedures and the development of day to day operations. Chad oversees all accounts and works with clients on strategies to help meet their financial goals and is involved in the implementation and daily management of those strategies.