BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Elville and Associates Blog - ECPv6.15.11//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://elvilleassociates.com/blogs/6168
X-WR-CALDESC:Events for Elville and Associates Blog
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20210314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20211107T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221012T053000
DTEND;TZID=America/New_York:20221012T073000
DTSTAMP:20260409T104211
CREATED:20241219T213841Z
LAST-MODIFIED:20241219T213841Z
UID:75189-1665552600-1665559800@elvilleassociates.com
SUMMARY:Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum
DESCRIPTION:Advisory Team SeriesFiscal Year Fast Start – Collaborating in 2022-2023 \nHow Financial Advisors\, CPAs\, and Attorneys Can Help Clients Achieve Perfection in Planning \nIn this interactive workshop\, estate planning\, elder law\, and special needs planning attorney Stephen R. Elville\, J.D.\, LL.M.\, will lead a discussion addressing the many obstacles faced by clients in their pursuit of perfection in estate\, tax\, and financial planning\, including bottlenecks and non-collaboration inside the Advisory Team\, and what Advisors can do to fix this pervasive problem and ensure that clients and their families have the greatest possible opportunity to achieve their highest planning vision (thereby achieving tangible and intangible benefits to Advisors that require no explanation). \nDiscussion points will include: \n\nWhat kind of Advisory Team does your client have (if any)?\nWhat clients really want from their Advisory Team (including the subconscious) – what are their expectations?\nFocus on the Advisory Team – what is it and what are its strengths and challenges?\nHow clients suffer when the Advisory Team\, or lack thereof\, fails to function\nCauses and sources of Advisory Team failure\, and how to avoid them\nSetting client expectations – teeing up correctly and keeping your head down prior to hitting the ball\nUsing a driver to putt – are you inadvertently engaging in estate planning?\nHow clients can achieve perfection in planning\, and what are the obstacles?\nResponsibilities and Opportunities for the Advisory Team \nRisks versus Rewards\nCase examples\n\nTo RSVP for The Advisors’ Forum\, please email Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com.   \n1.5 continuing education hours will be available for CFPs\, CPAs and various other professionals who attend this webinar.  We look forward to hosting you! \nShould you have any questions ahead of time\, please Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117. \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/stephen-r-elville-elville-and-associates-present-the-advisors-forum-2/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://elvilleassociates.com/blogs/6168/wp-content/uploads/2024/12/older-couple-with-advisor-2-scaled-K6CJRc.tmp_-Yr12pW.tmp_.jpg
END:VEVENT
END:VCALENDAR