Effectively Elevating Estate Planning Engagement

This presentation explores practical strategies for increasing client engagement in estate planning by shifting conversations beyond legal documents to the personal, financial, and emotional outcomes clients want to achieve. It demonstrates how advisors can use thoughtful questions, real-life scenarios, and structured planning conversations to uncover estate planning gaps, motivate clients to take action, and coordinate with legal and tax professionals. The session highlights the importance of proactive planning for incapacity, wealth transfer, family harmony, charitable giving, and legacy preservation, while emphasizing the advisor's role in facilitating meaningful discussions before a crisis occurs. Advisors will gain practical communication techniques, client engagement tools, and a repeatable process for positioning estate planning as an essential component of holistic financial planning.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 1h 4m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 General credit * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC - 1 A&S credit (in AIC bundles & webcasts) * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Greg Barnsdale

Greg Barnsdale is a unique death doula. As a licensed funeral director, Certified Executor Advisor, Certified Financial Planner, Certified Grief Coach, ghostwriter and hospice volunteer, he brings a perspective shared by few others. He successfully published a well-received, thought-provoking, and engaging book. Shortly after publication, Greg was diagnosed with a large brain tumour. Faced with a death sentence or prompt brain surgery, he emerged with a very compelling message. He stresses that estate planning helps alleviate the stress of aging, leaves survivors more financially and emotionally resilient, increases the likelihood of harmony and reduces the risk of contesting final wishes. More meaningful legacies and greater social capital often result. Immense pressure is alleviated from the courts, and cumulatively, the economy benefits. It's a massive win for everyone. Greg is on a mission to inspire others to speak with their loved ones about their end-of-life wishes and legacy while minds are clear and time is plentiful.