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: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
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T090000
DTEND;TZID=America/New_York:20230913T101500
DTSTAMP:20260408T111128
CREATED:20241219T214159Z
LAST-MODIFIED:20241219T214159Z
UID:75299-1694595600-1694600100@elvilleassociates.com
SUMMARY:Politics and Planning – How the Advisory Team Can Best Help Clients During the Upcoming 2023-2024 Political Cycle
DESCRIPTION:Attorneys\, financial advisors\, CPAs\, and insurance professionals find themselves in the midst of the continuing political maelstrom of 2023.  In this one-hour interactive workshop\, attorney Stephen Elville\, Managing Principal of Elville and Associates\, P.C.\, will lead a discussion about how Advisors and the Advisory Team can best navigate the current political tropical storm and the hurricane that may be developing on the horizon.  While there are many questions and few answers\, there are fundamental principles that if adhered to can help Advisors and their clients win during these turbulent times. This interactive workshop will focus on the following topics:\n– Understanding the current legislative environment and what we can expect throughout 2023 and into 2024 \n– Understanding client attitudes\, behavior\, and fears relating to political change and social unrest \n– Being prepared and being proactive – avoiding Ostrich Syndrome  \n– Understanding how political polarization is affecting planning today \n– Identifying family and fiduciary problems in advance \n– Understanding special fiduciary roles\, such as the trust protector\, as a flexibility mechanism  \n– Understanding mediative tools in estate planning to minimize conflict \n– Understanding increased client demand for independent fiduciary services \n– Understanding how to keep clients grounded in the fundamental principles of self-determination\, regardless of political persuasion \n– Understanding Advisor collaboration to maintain and/or restore confidence \nTo RSVP for the Advisors’ Forum and receive your personal link to attend\, please click here.  Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117.   \n1.5 continuing education hours are available for CFPs\, CPAs\, and most other professionals who attend this webinar presentation.  We look forward to hosting you! \n#elvilleeducation 
URL:https://elvilleassociates.com/blogs/6168/event/politics-and-planning-how-the-advisory-team-can-best-help-clients-during-the-upcoming-2023-2024-political-cycle/
CATEGORIES:Webinar
END:VEVENT
END:VCALENDAR