Thursday, June 28 at 3 p.m. ET (2 p.m. CT, 12 p.m. PT)
Presented by: Author and Speaker, Evan Carroll
Earn: 1 CFP® CE, and 1 NAPFA CE in F - Estate Planning
Members: $39.00/ Non-Members: $59.00
As clients increasingly live their lives online and new laws develop surrounding digital assets, wealth management professionals have a new responsibility to their clients. Are you one of the leading professionals who advise your clients about digital estate planning? If not, this webinar will give you all of the background, training, and tools to become one.
Evan Carroll, author of Your Digital Afterlife and a world-leading expert on digital assets, will help you add value for your clients by adding digital estate planning to your firm’s offerings. During the webinar you will learn:
- How to identify and create plans for common types of digital assets
- Nuances of current and pending legislation
- Methods for incorporating digital assets into estate planning instruments
- Tactics for how clients should organize and secure their digital assets
- How current password and digital vault technology works
You’ll leave with a thorough understanding of digital assets and one more service that will help you provide additional value to your clients and their families.,br>
Evan Carroll, who, is returning as a speaker at NAPFA’s 2018 Spring National Conference, inspires companies to leverage technology, data, and analytics to drive customer loyalty and advocacy. The results? Engaged employees, inspired to use technology to create world-class customer experiences. Evan is the author of two technology books and has appeared in major news outlets including The New York Times, CBS Sunday Morning, NPR’s Fresh Air, The Atlantic, and Popular Science.
Evan is the co-author of Blue Goldfish, which highlights businesses leveraging technology, data, and analytics to improve the experience for their customers. Blue Goldfish shows companies how to deepen customer relationships, improve responsiveness, and increase overall readiness to meet customer needs. A leader in digital legacy and personal archiving, Evan is also co-author of the book, Your Digital Afterlife: When Facebook, Flickr, and Twitter Are Your Estate, What's Your Legacy? (New Riders Press, 2010).