Exclusive Masterclass For The Perfect Estate Planning Process

The Estate Planning Masterclass

With Micah Shilanski, CFP®, and Rod Zeeb, JD, HDP™

ARE YOU READY TO UP YOUR GAME?

If you listen to The Perfect RIA podcast, you know how excited we get when we talk about estate planning.

Estate planning isn't for the super wealthy—everyone over 18 needs to get their affairs in order, but most people never do. No one wants to think about dying, let alone plan for it. This presents a huge opportunity for advisors to change lives by offering this value add to your practice.

We want you to be successful in your practice; use all the tools you need to leap from a B-Level Advisor to a Rockstar Advisor are just a click away!

This masterclass teaches you how to plan for your clients' desired outcomes instead of simply deciding who gets what.

Whether you've never implemented estate planning or have been in practice for five, ten, or twenty years, you'll find valuable information in this masterclass that will help you deliver massive value to your clients.

Micah Shilanski, CFP®, and Rob Zeeb, JD, HDP™ will help you understand why estate planning matters and talk about essential questions related to estate planning.

WHAT IS THIS MASTERCLASS ABOUT?

  • Chapter 1 - What Is Estate Planning?

This chapter focuses on what we mean we, as financial advisors, say that we also do estate planning for our clients. Why? Because there might be a big difference between what we currently do and what we can and should do for our clients to have a complete estate plan

  • Chapter 2 - Estate Planning Fundamental Documents

What are the fundamental estate planning documents; Do your clients have them all; What is the easiest and the most effective way to review them?

  • Chapter 3 - The Estate Planning Process

Sharing a document that explains to clients the importance of having an estate plan and discusses the information that will be reviewed during the process.

  • Chapter 4 - Trusts

Discussing the reasons and benefits of having a trust, different trusts available, and reviewing the tax implications trusts can have.

  • Chapter 5 - The Family Meeting

This chapter discusses the importance of the family meeting as an information-sharing session and the advisor's role within it.

  • Chapter 6 - The Main Takeaway

Sharing the action items we all should implement TODAY.

  • BONUS Chapter - How To Find The Right Estate Planning Attorney

With this masterclass, in addition to specific action items, you will also get access to all the Estate Planning documents Micah uses in his practice. Yes, you got that right! We will give you the Estate Planning Flow Chart, the Estate Planning Documents Review Checklist, the Estate Planning Process document for your clients, and the Attorney Interview Questionnaire.

Who could ask for more???

LEARN FROM THE BEST IN THIS FIELD

Become a Rockstar Advisor by learning how to implement and use a guided discovery process
to help your clients realize the implications of their final wishes for themselves.

Micah Shilanski, CFP®

Shilanski & Associates, Inc. & The Perfect RIA Co-Founder

Micah is a Financial Planner at Shilanski & Associates Inc, the founder of Plan Your Federal Retirement, which focuses on helping Federal Employees plan for their retirement, and is the co-founder of The Perfect RIA and Retirement Tax Services.

Micah is intently focused on delivering massive value to his clients and is continually looking for ways to help and better serve them year after year. He is always looking for ways to make his office run more efficiently – and is relentless in improving the use of his time.

Micah is considered one of the top experts within his niche of financial planning – federal retirement benefits. He enjoys finding new ways to leverage technology to serve his clients and educate the public.

Rodney C. Zeeb, JD, HDP™

Founder and CEO of The Heritage Institute

Rod is the co-founder and CEO of The Heritage Institute, the world's leader in the research and application of heritage design services to families, individuals, and non-profit organizations.

He offers mentoring, coaching, and marketing support for professional advisors who wish to provide heritage planning and provides consulting services directly to individuals and families.

Rod is passionate about training professionals to deliver what clients actually want, a plan that meets the financial needs of the family while preparing the family for the inevitable surprises that come with implementing an estate plan.

WHAT IS IN IT FOR ME?

While the estate attorney is responsible for the legal documentation, passing the entire estate planning buck off to an attorney doesn’t help you build vital client/advisor relationships.

Not only are these relationships essential for the client, but they have a massive impact on your business.

75% of clients who left their advisors after the 2008 market crash did so because of a lack of relationship with their advisor.

When you have solid client relationships, you’ll get more business from the client, receive more introductions, and have higher client retention.

It's never too late to add more value to your services, and your clients will love
to hear that you’re learning and looking out for their best interests.

WHAT OTHERS ARE SAYING

I transferred from 1 RIA to my existing RIA 4 years ago. I had 1 account when I transferred and for the first year had no direction. I found Matt and Micah's podcast which led me to being a Backstage Pass member. I credit them for currently having 50 million in AUM. The value adds have changed my business dramatically!

- Danny Beckwith

...I have right-sized my team, committed to more time away from the office (with my family), and, more recently, several growth initiatives. These actions have led to more profit, more time off and more growth, just as you might expect, but the key is these are actions I WOULD NOT have taken without the extreme accountability attached to them. My progress due to TPR, Invictus, and the masterminds already has me setting my next goals well beyond what I thought was possible just a few short years ago.

- Joe Curry

Accountability makes all the difference. Accountability from experts that genuinely care about your success is the ultimate game changer. I would not have made the difficult changes that needed to be made in my practice without guidance from Matt & Micah.

- Benjamin Brandt

We have 3 Tenets that each Member of the Nation MUST subscribe to:
1. Deliver Massive Value 2. Spend More Time Out of the Office with Family 3. Build a Highly Profitable Practice

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