Digital Estate Planning has rapidly entered the financial planning world over the past year. It’s an unfamiliar area for more planners, yet a very important one for clients… and they may not even know it yet! FPA NexGen sees this as a huge opportunity to help planners use this knowledge to add value to clients and their firms alike.
Register Here for this event on Thursday, June 4 at Howl at the Moon in downtown Boston.
Your digital estate is your online presence, and for most people, it is expanding daily. Everything from your social media, bank and Paypal accounts, to your stored family photos on Shutterfly, down to the USB drive holding your valuable business information needs to be accounted for when you pass away. How the heck do we do that?!
Vinnie Bonazolli, a Lynnfield-based estate planning attorney (Family Estate Planning Law Group), and instructor for the Boston University CFP® Program, will help us define this new space in the estate planning world and provide insights on how best to protect our clients online estates.
What: A Journey into the Unknown World of Digital Estate Planning
When: Thursday, June 4, 6-8pm
Where: Howl at the Moon (downstairs), 184 High Street, Boston, MA 02110
Bonus: First drink is free… we’ll also provide appetizers!
Reserve your spot here
https://www.fpanewengland.org/symposia/