-Proactive-Planning

free webinar

Proactive Planning: How to help your clients gain control of their future

Thursday, April 18
1:00-2:15 p.m. ET
Michael A. Gold, Esq.

Register by filling out the form!

this webinar starts in

2019/04/18 1:00 PM EST

What You’ll Learn in This Webinar

Even if there isn’t an immediate crisis at hand, your client is still in danger of experiencing significant health issues, a financial crisis, or even death. These are topics that are sometimes difficult to talk about with clients. Nonetheless, they are important because the absence of pre-planning could lead to unintended results for your client and their family down the line. But, how do you get them to take that first initial step to think about their future?
 
Join ElderCounsel Member Michael Gold as he discusses the benefits of incorporating proactive planning into your practice. During the webinar, he’ll share smart strategies to initiate proactive planning discussions with your clients in order to anticipate future problems, prevent crises, and gain revenue.
 
Topics discussed:
  1. Marketing strategies
  2. What is proactive planning? What’s in a proactive planning package?
  3. How to increase revenue using proactive planning
  4. How to talk about proactive planning and handle objections

About the Presenter

Michael A. Gold, Esq.
The Law Offices of Gold & Gold
Michael A. Gold practices in the areas of elder law, long-term care planning, trusts and estates, gift and estate tax planning, estate administration and real estate. Michael is a member of the New York State Bar Association and is also a member of its Elder Law Committee. He is also a member of ElderCounsel and WealthCounsel. Both of these organizations are national in scope and are for attorneys whose main focus is Elder Law, Trusts and Estate Planning.

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