Live Webinar - Thursday, June 4, 2026, 2:00 p.m. ET
Navigating Life’s Milestones in Estate Planning (1 CFP® CE Credit)
Estate planning isn’t just a legal exercise—it’s a lifelong journey shaped by the milestones, surprises, and transitions your clients experience along the way.
Navigating Life’s Milestones in Estate Planning takes a practical, story-centered look at how advisors can add meaningful value at each life stage, from early adulthood and marriage through parenthood, retirement, and business succession.
Through client scenarios and relatable examples, this session highlights where planning often breaks down—outdated beneficiaries, unclear directives, digital assets no one can access—and how proactive guidance can prevent costly mistakes. We will explore the core components of modern estate planning, understand how life events act as natural triggers for critical updates, and learn how to introduce these conversations with confidence and empathy.
We’ll also discuss:
- Evolving expectations of today’s clients
- The growing importance of digital organization
- The massive opportunity tied to the multigenerational wealth transfer
Using both financial psychology and technology, you’ll discover practical ways to keep clients engaged, improve their preparedness, and strengthen family relationships across generations.
You’ll leave this session with actionable strategies that help clients stay organized, communicate their wishes clearly, and build plans that truly reflect their values—while positioning you as a trusted, indispensable guide through life’s biggest moments.
Speakers
Joe Buhrmann, MBA, CFP®, CLU®, ChFC®
Advisory Financial Planning Practice Management Consultant
eMoney
Estate planning isn’t just a legal exercise—it’s a lifelong journey shaped by the milestones, surprises, and transitions your clients experience along the way.
Navigating Life’s Milestones in Estate Planning takes a practical, story-centered look at how advisors can add meaningful value at each life stage, from early adulthood and marriage through parenthood, retirement, and business succession.
Through client scenarios and relatable examples, this session highlights where planning often breaks down—outdated beneficiaries, unclear directives, digital assets no one can access—and how proactive guidance can prevent costly mistakes. We will explore the core components of modern estate planning, understand how life events act as natural triggers for critical updates, and learn how to introduce these conversations with confidence and empathy.
We’ll also discuss:
- Evolving expectations of today’s clients
- The growing importance of digital organization
- The massive opportunity tied to the multigenerational wealth transfer
Using both financial psychology and technology, you’ll discover practical ways to keep clients engaged, improve their preparedness, and strengthen family relationships across generations.
You’ll leave this session with actionable strategies that help clients stay organized, communicate their wishes clearly, and build plans that truly reflect their values—while positioning you as a trusted, indispensable guide through life’s biggest moments.
About eMoney
