
Congratulations, you’ve taken an important step toward strengthening your understanding of
estate planning and better protecting the families you serve.

📚 During this live EstatePlan Solutions webinar, you’ll learn:
✅ Why estate planning is essential for you, your family, and your clients
✅ How tools like a Living Trust and Will help protect loved ones
✅ The risks families face without proper planning
✅ How to confidently introduce estate planning conversations
✅ How these conversations can naturally uncover additional client needs
Beyond education, this session will also highlight how estate planning can create meaningful
opportunities to deepen client relationships and grow your business.
📅 What Happens Next?
Thursday (April 30th)
3 PM PST / 5 PM CST / 6 PM EST
📩 A confirmation email is on its way to your inbox with:
- Your official session date
- Start time
- Zoom registration link
- Contact information if you have questions
Please check your inbox (and spam folder, just in case).
If you have questions before the session:
877-302-3534
support@legacyshield.com
We look forward to seeing you.
LegacyShield EstatePlan Solutions Team