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Resiliency - For Our Clients and Our Practices
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Saturday, August 3 • 12:30pm - 1:30pm
Lunch & Learn with Estate Gurus - Introducing Estate Guru: An Estate Planning Solution Built for Financial Professionals

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Grab a plate from the buffet and head to one of the concurrent sessions hosted by our Silver Sponsor Estate Gurus.
In this session we’ll have a detailed discussion around the most common estate planning documents and the role they play in protecting your clients legacy. We’ll also cover how attorneys are utilizing the latest technology to collaborate with financial advisors and their clients, simplify the process, and create custom documents in real time.
Speakers
avatar for Chris Hall

Chris Hall

Partner, Estate Guru
Chris Hall is a Partner at Estate Guru. He is a former financial advisor, insurance agent, and futures trader. Chris is currently on a mission to flip the numbers from 70% of adults in need of proper estate planning documents, to 70% or more who have them in place. When time permits... Read More →

Saturday August 3, 2019 12:30pm - 1:30pm MDT
Interlocken B
  Lunch & Learn
  • CE Hours Available: 1.0 NAPFA, 1.0 CPE, 1.0 CFP® Certification

Attendees (36)