WEBINAR - Collaboration Matters: Working Together to Produce Extraordinary Results
ABOUT THE PROGRAM
When professionals operate in silos, the quality of advice and planning is subpar. As tax laws remain uncertain, planning has become more complicated, solutions more complex, and as the marketplace grows more advanced, the call for a SuperAdvisor (team of experts) for the SuperClient seems essential and irreversible. A team of experts provides checks and balances due to the overlapping knowledge of the participants, accepts 100% responsibility for the well-being of the client, and tenaciously makes sure there is flawless implementation of their recommendations.
Attend this all-level presentation to gather an understanding of how best to work in a team environment and to learn strategies to take these tips back to your own practice.
ABOUT THE SPEAKER
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) specializes in estate planning and life insurance for high net worth individuals, high-level corporate executives, and successful entrepreneurs. He works closely with professional tax advisors (attorneys, accountants, and trust officers) designing and implementing sophisticated life insurance strategies to help solve their clients’ unique estate planning needs. Mr. Gibbons, a long-standing Accredited Estate Planner® designee, was inducted into the NAEPC Estate Planning Hall of Fame® in 2013.
CONTINUING EDUCATION CREDIT
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.