In-Person: (WB) What Realtors Should Know About Estate Planning to Better Guide their Customers

Instructor: Melinda Grimaldi, Esq.

Realtors now is your chance to learn the ins-and outs of estate planning! Estate Planning for Realtors, will provide you with the fundamental knowledge and skills necessary to help your customers make the best decisions for their long-term financial goals. It will also guide you through the complexities of estate planning, giving you the tools you need to accurately identify and address the unique needs of your customers. You will learn the fundamentals of estate planning, including how to identify potential risks and liabilities, what options your customers have and how to guide them to be a resource.