The Community Foundation of Greater Birmingham

WEBINAR: Ethical Wills

Date: Wednesday, June 12, 2019
Time: 2:00pm - 3:00pm
Location: Synovus Bank Building / 800 Shades Creek Parkway / Dining Room 2nd Floor / Birmingham, AL 35209
Speaker: Eric Weiner, PhD

FREE Webinar!!!

The Estate Planning Council of Birmingham’s objective is to provide quality continuing education and network opportunities for Attorneys, Accountants, Financial Advisors, Life Insurance Agents, and Trust Officers in the greater Birmingham area.  In light of this goal our Board of Directors has elected to participate in the NAEPC 2019 Robert G. Alexander Monthly Webinar series.  This one-hour eLearning opportunity will be presented in a group setting at no additonal cost to our members!   

The next webinar is detailed below. Bring a friend!

Ethical Wills

Wednesday, June 12th at 2:00 p.m.

 Synovus Bank Building

800 Shades Creek Parkway,

Dining Room 2nd Floor,

Birmingham, AL 35209

RSVP Required

RSVP:  epcofbirmingham@gmail.com

Light refreshments will be provided.

Webinar Speaker: Eric Weiner, PhD

Presentation Synopsis:  

Rather than simply transferring an inheritance to heirs, some people have a vision of the future to share for generations to come. Advisors play a key role in helping clients deepen a family’s values, philanthropic commitments, and to help keep the family connected. Learn to leave a legacy that matters. 

Dr. Weiner helps families have values-based conversations about money and inheritance as part of their tax and legal estate planning strategies. His passion is to help families define a legacy that preserves both physical assets and family relationships over time. His award-winning book “Words from the HEART: A Practical Guide to Writing an Ethical Will,” is a tool that assists families in defining what matters most in the inheritance preparation process.

 

See this link for more details regarding the NAEPC 2019 Webinar Series.

http://www.naepc.org/events/webinar

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