Breanna Young, Wills, Trusts, & Probate attorney, presented “Making Estate Planning Part of Your Practice: A Case Study,” to the Financial Planning Association of Iowa on May 21.
Financial planners and attorneys often work as a team with clients as they develop their plans for the future. Breanna was invited to present to the group on common issues and potential pitfalls that can arise in estate planning.
“The attendees posed several good questions during the presentation. We were able to go into detail about how to help clients avoid probate and ensure family harmony following the death of a loved one.”
Breanna will present again at the Annual Symposium in October.
About the Financial Planning Association
“The Financial Planning Association® (FPA®) is the principal professional organization for Certified Financial Planner™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.”