NAEPC Webinar Watch Party- January 18, 2023
NAEPC Webinar: Estate Planning Paralysis: Getting Your Clients to Act in 2023
Cost: Free for our members to view at HRCF office – please use registration link below. Members may also register and pay to watch the webinar independently via https://www.hrepc.org/events/event/23719.
As a benefit of our Council earning the 5 Star Council Award, we can offer our members the Webinar Series at no charge. The Hampton Roads Community Foundation will be hosting the series so we can view this live webinar together. Please register by Monday, January 16th, so we know how many will be coming.
Overview:
When evaluating tax, estate, and philanthropic planning advice, many clients often find themselves paralyzed from taking any action. How do you determine the optimal solutions to address your clients’ needs, communicate sophisticated planning strategies in a manner that is easy to understand, and motivate a client to implement those strategies? This seminar provides concrete methods for you to help clients move beyond anxiety and confusion and take action—even in an environment of ongoing market volatility and economic uncertainty.
Justin Miller, J.D., LL.M. (taxation), TEP, CFP®, AEP® is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company, where he works collaboratively with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. Justin also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law.
