Atticus webinar | Essential Tips for Planning the Transfer of Wealth for your Clients

About the event

Bringing closure to a loved one's financial life is a universal need, yet few wealth advisors are properly equipped with the resources and knowledge needed to help clients navigate through this complicated process. As a result, approximately 67% of inheritors change advisors immediately after a death... but your firm can #bebetter !

Join our live webinar Thursday, March 9th at 2:00pm EST to learn some informative tips and available resources to help you be proactive with your clients in planning for the probate process.

Establish yourself (and your organization) as a Trusted Advisor to help you retain and grow these relationships by nurture financial legacy for the next generation.

Note: Attendance for this event is limited: Please pre-register above to reserve your seat today!

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FAQs

Will there be an opportunity for live question & answer?

Yes, there will be time for questions at the end of the webinar. If we happen to run out of time before all the questions are answered, an email reply will follow for all registrants.

How long will this webinar last?

The webinar will last approximately 45 minutes and will not go over 1 hour.

Do you have to be an advisor to join this webinar?

Not at all! The educational information that will be shared on this webinar can be applied to any job function and is also applicable to anyone that wants to learn some probate & estate settlement tips.

Some of our most frequent attendees include trust advisors, private fiduciaries, financial advisors, attorneys, accountants, insurance professionals, real estate agents & other advisory-related professionals.

If we want to learn more about Atticus' services, will that be covered during the webinar?

While the webinar will certainly touch on some of Atticus’s services & capabilities, the primary focus is geared towards providing relevant content & conversations around the designated webinar topic or theme.

If you are specifically interested in a full walkthrough of Atticus’ product, services or offerings, please indicate so separately by requesting a demo and our team will be in touch.

Is there any way to send questions or topic requests in advance?

Absolutely— we’d love to hear from you. If you have a particular interest, question or topic you’d like to request we cover during an upcoming webinar, please send those to the speakers here and we’ll be sure to get to work those into the session as able

Will there be free food?

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Essential Tips for Planning the Transfer of Wealth for your Clients

Our speakers

About the event

Sign up for the webinar

FAQs

Will there be an opportunity for live question & answer?

How long will this webinar last?

Do you have to be an advisor to join this webinar?

If we want to learn more about Atticus' services, will that be covered during the webinar?

Is there any way to send questions or topic requests in advance?

Will there be free food?

Will there be recordings?

What platform will this webinar be provided through?

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Sample placement for additional question #5?

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