Optimizing Stewardship Planning
In this course we look at four key estate planning techniques that should shape your work with clients: compression, freezing, leveraging, charitable. Each by themselves is very effective, but when you combine them the outcomes are truly extraordinary.
- Compression Techniques: Making Things Smaller
- Freezing Techniques: Keeping Things the Same
- Leveraging Techniques: Making Things Bigger
- Charitable Techniques: Giving Things Away
Note: the Video of this course will be available Winter 2020.