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We spend hours each day helping our clients but undoubtedly are neglecting our own planning. This webinar will help you present fresh, actionable tips for YOU and then you can share with your clients too! We will cover simple and practical planning tips in all areas including estate, investment, insurance, and general financial planning. A fast and furious “check-up” to make sure you are taking care of you and your family.
Course Objectives:
- Freshen up your own estate planning with a basic understanding of plan essentials despite the huge federal estate/gift exemption
- Learn how to prepare a Grab ‘N Go envelope and what to put in it
- Understand the difference between a living will, health care proxy, HIPAA and why you may need to modify one or more during COVID
- Consider asset protection in a new light, what to do now and why it’s not just for your clients
- Learn tips for better communication skills with family and advisors
- Review best practices for investment planning and why you should not time the market
- Review your life insurance in a simple yet effective fashion to determine if it is performing as expected and what to do if it is not
About Our Presenter
Beacon Wealth Consulting South (BWC) is a boutique firm located in Naples, Florida which specializes in creating tailored financial plans for high net worth families. Susan's expertise in estate, insurance, and tax planning is the basis for the comprehensive, multigenerational plans that she develops for her clients.
BWC is also an independent insurance brokerage firm that often partners with other planners who do not have insurance expertise. BWC customizes life insurance plans for the high net worth clients in the context of the family’s overall financial plan, often integrated with sophisticated estate and retirement planning strategies.
BWC prides itself on successful collaboration with the clients’ team of advisors and/or family office. Susan Joy Bruno, the firm’s founder, and is a nationally recognized CPA/PFS for her work in life insurance planning.
Susan recently launched “The Beacon Method” which is a consulting service to help CPAs launch a financial planning practice or simply help financial planners take their practices from good to great. Some of the topics she will cover include:
- How to leverage junior staff members to help them grow while also making your clients happier
- How and why to add women to your practice
- How to use the 6Ds fire drill to motivate your clients
- How to add more graphics for your visual learners
- How to add life insurance consulting or brokerage to your practice without compromising your objectivity or integrity
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