Building Better Futures with

On-Purpose Planning

 

Do you like working with long-term thinkers?

Are you always seeking to differentiate yourself from the "typical" professionals in your field?

Are you looking for ways to bring more value to your clients?

Then join us for the HighPoint Institute on October 17th when we'll cover

• Helping Your Clients Build Better Futures with On-Purpose Planning, and 
• The implication of the question: "What kind of trust would you want, if YOU were the beneficiary?"

PLUS, we'll be joined by a special guest Speaker, Richard Orlando, who supports advisors and their clients in multi-generational wealth planning. Richard will explain how we can provide more value to those we serve, and expand our clients' understanding of what we can do for them and their families.

We'll also cover the growing need for help with special needs children, such as:

• The 4 most common mistakes in special needs planning, and how to avoid them,
• Privatizing the support system: Why government benefits aren't always the best choice,
• The roles of the financial advisor and the CPA,
• Where you find special needs situations that need your help,
• and much more!

Register now to enjoy 3 FREE CE credits (Life Ins, FA, CPA), continental breakfast, networking & much, much more, all compliments of PNC Bank Small Business Banking.

Register Now!