Live Webinar - Thursday, October 8, 2026, 2:00 p.m. - 3:00 p.m. ET
Estate Planning That Delivers: Addressing the Financial and Personal Goals of Wealth Transfer (1 CFP® CE Credit)
A well-crafted estate plan can be financially optimal and still fail the client. Advisors are trained to focus on the measurable side of estate planning—transfer efficiency, tax minimization, and liquidity. However, clients’ deepest concerns are often the ones money can’t measure like: Will the people I love understand what I wanted, and why? Will my family stay close? Estate Planning That Delivers explores both sides of the estate plan and, most importantly, where they meet. Through client scenarios and relatable examples, this session examines the financial goals every plan must address alongside the non-financial goals that determine whether a plan truly succeeds.
You’ll learn the top financial and non-financial goals of estate planning and see how planning technology and scenario modeling can make both types of goals visible, helping clients understand not just what their plan says, but what it will actually do. You’ll leave this session with actionable strategies to align estate plans with what clients value most, strengthen communication across generations, and deliver planning guidance that addresses the whole client.
Speakers
Brandon Tucker, CFP®
Advisory Financial Planning Practice Management Consultant
eMoney
A well-crafted estate plan can be financially optimal and still fail the client. Advisors are trained to focus on the measurable side of estate planning—transfer efficiency, tax minimization, and liquidity. However, clients’ deepest concerns are often the ones money can’t measure like: Will the people I love understand what I wanted, and why? Will my family stay close? Estate Planning That Delivers explores both sides of the estate plan and, most importantly, where they meet. Through client scenarios and relatable examples, this session examines the financial goals every plan must address alongside the non-financial goals that determine whether a plan truly succeeds.
You’ll learn the top financial and non-financial goals of estate planning and see how planning technology and scenario modeling can make both types of goals visible, helping clients understand not just what their plan says, but what it will actually do. You’ll leave this session with actionable strategies to align estate plans with what clients value most, strengthen communication across generations, and deliver planning guidance that addresses the whole client.
About eMoney
