Family Summit Meeting Checklist

Follow these steps, from meeting planning through follow up, to implement a successful Family Summit experience for your clients and their families. Download

Legacy Will Workbook

Use this workbook to guide your thinking in creating a Legacy Will and/or preparing for a Family Summit Meeting. Find a quiet space and take…

Estate Planning for Today – LPL

Use this slide deck as a template when planning your next Estate Planning client presentation. (Dec 2020) LPL Compliance Approval Number: 1-05092305 Download