Attention CFP?s Specializing in Estate Planning: Are You Leveraging the Latest Technology to Safeguard Your Clients' Legacies?

As a CFP? who strives to stay at the forefront of the industry, you understand the critical importance of protecting your clients' wealth and legacy. But there’s a risk that many advisors are currently overlooking: the fact that estate planning documents remain paper-based.

In today’s digital age, this is no longer just a convenience issue—it’s a major vulnerability. Paper-based trusts and estate documents expose your clients to fraud, loss, and litigation. Inheritance disputes rip families apart. Are you doing enough to ensure this doesn’t happen to your clients? Modernizing these critical documents is essential to ensuring your clients’ legacy plans are enacted, not litigated!

That’s why I’m hosting an exclusive educational seminar on Zoom next week, Paper to Pixels—Modernizing Estate Planning. In this seminar, you’ll earn 1 hour CE credit for CFPs and we’ll discuss:

• The hidden risks of relying on outdated, paper-based estate planning
• How digitizing estate planning documents protects your clients and mitigates potential family disputes and expensive litigation
• Cutting-edge tools that are reshaping the future of estate planning

If you’re a CFP? who prides yourself on being an early mover and innovator, this is your opportunity to learn about the latest advancements in estate planning. You get a free hour of CE, too! You’ll walk away with actionable insights to bring real value to your clients by offering solutions that not only safeguard their assets but also prepare them for the future.

Join us for this seminar and be part of the movement that’s transforming estate planning for the digital era.

Register here: Link

Seats will fill up fast, so secure your spot today! Our last event sold out quickly. The first 10 registrants will receive two proven strategies for generating high-quality referrals—direct from a former CFP who sold his practice for a premium multiple, thanks to a consistent flow of referrals.

This CE is hosted by Matt Everson , retired CFP? and CCO at illuminote. ?

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