Intersecting Relationships in Estate Planning and Planned Giving:
Panel Discussion with Allied Professionals
James S. Black, Lukins & Annis, Tax/Estate Planning Attorney
James Bockemuehl, CLU®, ChFC®, AEP® , Insurance specialist
Eric Green CPA CFPR AIFR, Purpose Financial Advisors LLC, Investment specialist
David Green CPA PLLC, Accountant, Tax specialist
Cam McGillivray JD, Northwest Trustee and Management Services – Trust specialist
Description of the Program: As clients/donors work through their estate and financial planning goals and objectives, it’s important for them to consider a team approach. A client is far better served when the Financial Planner, Tax CPA, Insurance Agent and Attorney are all working together to see the goals and objectives of the client fulfilled. This session will help all of us understand more clearly the role that each of these Allied Professionals play in the estate and financial planning process.
Please join us and our distinguished panel for a greater understanding to the team approach to planning.
We hope you’ll plan to attend. Great opportunity for networking and learning!