Future of Estate Planning and Fiduciary Services

Date: Tuesday, December 9, 2014
Time: 11:30 - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

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FUTURE OF ESTATE PLANNING AND FIDUCIARY SERVICES
 
It is important to the careers of all of us to pay attention to trends in our industry, such as what type of expertise is in high demand, client perceptions of what we offer and, frankly, what types of practice will deliver real value to the client and generate enough revenue to keep us in business. The following issues to be discussed during this teleconference will offer you a sense of what the future holds for us:
 
  • Impact of ATRA 2012
  • Estate planning services as a product or commodity
  • The role of artificial intelligence
  • The emergence of family offices
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