WS 25: Collaborative Life Planning (CLP)

Expand your collaborative services and potential client base. Serve all types of families before financial and other stressful events shatter their relationships. Teams facilitate clients’ collaborative, constructive creation of written agreements designed to anticipate, manage, and thereby avoid traumas life may toss at them. Add CLP to your marketing toolbox.

Forum Session Type: 
Session Date/Time: 
Sunday, October 31, 2021 - 09:00 to 10:30