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DTSTART:20170512T010000Z
DTEND:20170512T030000Z
LOCATION:Massimo's
UID:1459220170512T010000ZEstate Planning Paralysis
DTSTAMP:20260419T061713Z
DESCRIPTION:\nWhen evaluating tax and estate 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.\n \nSpeaker Bio:\n \nAs a national wealth strategist at BNY Mellon, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of The American College of Trust and Estate Counsel (ACTEC), and a sought-after speaker for tax, estate planning and family governance topics at major conferences throughout the country. In addition, Mr. Miller has published numerous articles, and he is frequently quoted as an industry expert in the media. He received a master of laws in taxation and a juris doctor from New York University School of Law and a bachelor’s degree, with honors, from the University of California at Berkeley.\n
SUMMARY:Estate Planning Paralysis - Estate Planning Council of Southern Alameda County 
PRIORITY:3
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DESCRIPTION:Reminder
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