Join Dan Baron, Esq., founder of Baron Law, LLC, for a practical look at how estate planning can help advisors strengthen relationships and stand out in a crowded industry.

Dan will walk through the most common estate planning gaps he sees every day and how advisors can help clients avoid them without crossing the legal line. He’ll be joined by Adam Koós, CFP®, CMT, CEPA, of Libertas Wealth Management, who will share how these same conversations have helped his firm build trust, retain clients across generations, and generate referrals organically.

You’ll walk away with ideas you can use right away, including how to:

• Spot and solve hidden estate planning gaps
• Know when trusts make sense (and when they don’t)
• Use planning conversations to build loyalty and trust
• Collaborate with attorneys and COIs to expand your network
• Deliver estate solutions that bring clarity and peace of mind to families

If you want to deepen your relationships and create growth that comes naturally, this session will show you how to make estate planning part of the experience your clients will never forget.

Best for: Financial advisors, fiduciaries, and planners who want to go beyond the numbers and make a lasting impact on their clients’ lives.

Register HERE!