Tuesday, September 17, 2024
1:00 pm – 2:00 pm
Plymouth Place’s Office of Philanthropy invites you to an informative webinar regarding how our brain’s cognitive systems can affect estate, philanthropic and financial planning. This session will touch on the psychological elements of strong advisor-client relationships and how to strengthen these bonds with your advisor.
We welcome you to invite your team of advisors, as we will offer valuable one-hour continuing education credits — CFP, CPE (for CPAs) and IL CLE (for attorneys).
For attorneys, this program will provide one hour of specialty IL Mental Health CLE Credit.
