Politics and Planning – How the Advisory Team Can Best Help Clients During the Upcoming 2023-2024 Political Cycle

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:
– Understanding the current legislative environment and what we can expect throughout 2023 and into 2024

– Understanding client attitudes, behavior, and fears relating to political change and social unrest

– Being prepared and being proactive – avoiding Ostrich Syndrome 

– Understanding how political polarization is affecting planning today

– Identifying family and fiduciary problems in advance

– Understanding special fiduciary roles, such as the trust protector, as a flexibility mechanism 

– Understanding mediative tools in estate planning to minimize conflict

– Understanding increased client demand for independent fiduciary services

– Understanding how to keep clients grounded in the fundamental principles of self-determination, regardless of political persuasion

– Understanding Advisor collaboration to maintain and/or restore confidence

To 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.  

1.5 continuing education hours are available for CFPs, CPAs, and most other professionals who attend this webinar presentation.  We look forward to hosting you!

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