Turning Estate Planning Upside Down!
Includes a Live Web Event on 01/29/2026 at 12:00 PM (MST)
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- Non-member - Free!
- Member - Free!
This presentation will completely change everything you ever thought about how estate planning can help you grow your financial practice, increase AUM, add life insurance sales, and improve the lives of client families. Prepare to be shocked when you understand how easy it really is!
Competency Level:
FPA Competency:
CFP Board Topic:
CFP Board CE Credit Hours:
- Understand the behavioral issues that have made traditional estate planning approaches so difficult.
- Learn the simple changes that advisors can implement almost immediately to help them be more successful and more valuable to both new and existing clients.
- Discover how deeper understanding can turn small adjustments in communications into transformational changes in outcomes.
Mark O'Farrell, BA, CFP®, CLU, ChFC, TEP, CEA
CEO
Institute of Certified Executor Advisors
Mark is CEO of the Institute of Certified Executor Advisors, current board Chair of the Certified Executor Advisor Network (CEAN), CEO of Personal Fiduciary Standards International, and a member of the international Society of Trust and Estate Practitioners (STEP). He has been speaking about estate issues and the important role of executors for more than 30 years.
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