Event Name | Partnering for Peace of Mind: Coordinating with Downsizing & Estate Specialists | ||||
Summary | Are you, or someone you care about, facing the emotional and logistical challenge of moving out of a long-time family home? You’re not alone—and there’s a better way forward. | CE Credits | 0 | ||
Description | What does a successful collaboration between legal, financial, and logistical professionals look like? In this session, you’ll learn how our integrated model supports both individuals and their advisors from start to finish. Streamlining complex transitions and reducing your workload. Whether you’re helping a client, a loved one, or planning ahead for yourself, this one-hour session will show you how trusted partnerships can transform an overwhelming situation into a smooth, well-supported process. Space is limited, so be sure to register early! ???? Thursday, June 26th ???? 12:00–1:00 PM EST ???? Live on ZOOM ???? Register: Here Please contact: oona@gogordons.com for all inquiries |
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Date | 06/26/2025 Start time: 12:00 End Time: 13:00 | ||||
Location | ZOOM | ||||
CICEA Member | $0.00 | Non-Member | $0.00 |