Wednesday, February 12, 2014
3:00 pm – 4:00 pm ET
“How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients”
Expertise offered by:
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) / AEG Financial Services
Program moderated by Paul S. Viren, CLU®, ChFC®, AEP®
About the program:
The more complex the wealth, the more sophistication is required of each advisor. It is not possible for one individual or even one firm to have the ability and skill to advise regarding investments, taxes, wealth transfer, business succession, risk management, family wealth issues, valuations, philanthropic strategies and the interrelationship between them all. This presentation will focus on how to form and focus superb estate planning teams that will serve the best interests of clients.
About the speaker:
Al Gibbons specializes in estate planning and life insurance planning 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 protection needs. Creator of The 80/20 Estate Plan™, Al Gibbons’ expertise emphasizes an effective estate planning process that results in clients taking action and achieving the desired results. A talented thinker, speaker, and writer, he has achieved a national reputation and is sought after to explain what he does and why it is so effective. He is a Life Member of the Million Dollar Round Table and the prestigious Top of the Table. Al is an active member of the Forum 400, the Association for Advanced Life Underwriting, and Philadelphia Estate Planning Council.
This program is suitable for all levels of knowledge.
REGISTER HERE or online at http://www.naepc.org/events/webinar.