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Hosted by  FPA of Florida Chapters

Getting to the Finish Line: Part 4

Services, Tactics and Resources
to Help Clients Implement Estate Planning

Creating an estate plan is one thing. Helping clients successfully implement it is another.


FPA of Florida's four-part webinar series, Getting to the Finish Line, focuses on the practical tools, services and tactics that help planners move clients from intention to action to completion.


You'll explore three distince approaches: completing and funding plans, identifying gaps in existing plans, and using estate plan review to create better client conversations and next steps.

The series concludes with an interactive attendee discussion focused on what works, what gets in the way, and what you can put into practice.


Four sessions. $40. Practical ideas. One goal: helping more clients cross the finish line.


Register Today

Monday, October 12, 2026
12:15 PM - 1:00 PM Eastern Time

Location
Webinar
   
 



Agenda

 

Oct 12 2026 12:15PM


Planners Roundtable


The series concludes with an interactive roundtable focused on turning ideas into action.

After hearing three different approaches to estate planning implementation, this session gives attendees the opportunity to compare what they heard, share challenges from their own client work, and discuss which tools, tactics and resources may be most useful in practice.

The conversation will focus on questions such as:

What gets in the way of client follow-through?
Which approaches could fit most naturally into your planning process?
Where do you still see gaps?
What is one idea you can put into practice right away?

Why this session is different

This is not another presentation. It is a chance to learn from fellow planners, test ideas against real-world experience, and leave the series with a clearer sense of what you want to do differently.


Event ID  404