College for Financial Planning National Conference 2012

Financial planners need to look up and down and occasionally into the branches of a client's family tree to develop the best strategies for a successful financial plan. This presentation will focus on common, but easily overlooked planning opportunities between grandparents, parents, adult children, young children and grandchildren. Participants will learn how to have the right conversation with clients to avoid planning pitfalls.

Speaker: Karen P. Schaeffer, CFP®

Complexity Level: Overview