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5 MUST-KNOWS Before Branding Yourself As An Estate Planner | Eugene Soo [Video]

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5 MUST-KNOWS Before Branding Yourself As An Estate Planner | Eugene Soo

๐Ÿ“ ๐Œ๐”๐’๐“-๐Š๐๐Ž๐–๐’ ๐ญ๐จ ๐๐ซ๐š๐ง๐ ๐˜๐จ๐ฎ๐ซ๐ฌ๐ž๐ฅ๐Ÿ ๐€๐ฌ ๐€๐ง ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ž๐ซ

โ€œ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐ โ€โ€”๐š๐ซ๐ž ๐˜๐Ž๐” ๐ซ๐ž๐š๐ฅ๐ฅ๐ฒ ๐ซ๐ž๐š๐๐ฒ ๐ญ๐จ ๐š๐๐ ๐ข๐ญ ๐ข๐ง ๐ฒ๐จ๐ฎ๐ซ ๐’๐ฉ๐ž๐œ๐ข๐š๐ฅ๐ข๐ณ๐š๐ญ๐ข๐จ๐ง๐ฌ?

I see a lot of Financial Consultants putting E.P. in their profiles.

For some, itโ€™s probably because they took up an Estate Planning courseโ€ฆ..

โ€ฆโ€ฆor maybe they completed CFP, CHFC, etc.

BUT HEREโ€™S THE TRUTH:

You can ONLY say you know Estate Planning if youโ€™re well-versed in the 5 Cornerstones I included in todayโ€™s episode.

Watch the FULL video to see if You can Brand Yourself as an Estate Planner!

Timestamps:
00:00 How Financial Consultants Brand Themselves as An Estate Planner Nowadays
01:11 The 5 Basic Elements A Competent Financial Consultant Should Be Well Versed In
01:18 The First Element
01:34 The Second Element
01:58 The Third Element
02:18 The Fourth Element
02:33 The Last Element
02:40 What are the 5 Cornerstones You Need To Do

Connect with me! ๐Ÿ‘‹

Website: https://www.eugenesooestatetraining.com
LinkedIn: https://www.linkedin.com/in/eugenesoo/
Facebook: https://www.facebook.com/eugenesooestatetraining

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#mustknows #5mustknows

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Long-Term Care Planning

Estate Planning Basics in 2022 [Video]

Learn why you need an estate plan, how it works and what happens when you donโ€™t have one.Topics:- Why would I want an estate plan?- What is an estate plan and how does it work?- What happens when I donโ€™t have an estate plan?Speakers:- Eric Harris, Attorney- Nadia Antii, CRPCยฎTorrance Memorial presents Taking Care of Your Financial Health, a free interactive seminar presented by Torrance Memorial's Professional Advisory Council (PAC).Torrance Memorial's PAC is a volunteer group of estate planning attorneys, accountants, financial planners, fiduciaries, and life care planning professionals dedicated to supporting Torrance Memorial Medical Center and educating the community on the benefits of charitable tax and estate planning.

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Long-Term Care Planning

24 76 Beechnut Lane, Port Dover, Ontario N0A 1N7 (24350159) [Video]

Enjoy a condo lifestyle while owning your own land. Located on an exclusive court, this luxury 1,650 sq.ft. bungalow has a fabulous Nantucket beach house vibe with state-of-the-art construction, finishes and appliances. Everything has been thought of from the stunning design to the custom quality construction and impressive energy efficiency- this house it has it all! Sit back and relax knowing that lawn maintenance, snow removal and forest/waterfront management are all covered by the low monthly condo fee. Set in the prestigious Flats of Black Creek in the beautiful town of Port Dover these 39 custom detached freehold properties comprise 7 acres of the development. The remaining 14 acres of common elements are made up of private Carolinian forest, nature trails and 2,000 feet of river frontage with private docks and homeowner boat slips. If you own a boat, or planning to get one, youll be happy to know that seasonal boat slips cost only $30/linear foot of boat per year. Welcome to Port Dover, one of Ontarios best kept secrets. Experience sunny summer days on the inviting sandy beach, Jazz and blues festivals, Art in The Park and Port Dovers famous Lighthouse Theatre. Centrally located in the Golden Horseshoe, only an hour from Niagara Falls and 90 minutes from downtown Toronto. (id:8119)