CFP Credit Opportunity
Courtesy of:
Demystifying Estate Planning
Join us as we pull back the curtain on Estate Planning to help advisors know the important points that their clients need to know (and talk) about, featuring commentary from Prudential's Vice President of Advanced Marketing, Brett Berg JD, LLM, CLU, ChFC, along with our very own Estate Planning Specialist, Sean Link, JD.

Topics include:
  • The necessity and implementation of various estate planning documents

  • Best practices for helping clients to review their estate plans and identify potential problem areas

  • Recognizing estate planning needs and understanding processes for analyzing and implementing effective legacy planning strategies

  • Real-life examples of where estate planning, or lack thereof, can have serious consequences for a client's legacy plan.

 
These and other pertinent topics will be covered in this one-hour approved CFP credit. 
 
Two dates to choose from: 
 
or
 
  
 Registration required. Please use the link above to provide information for CFP credit and receive details to join the presentation on the desired date.

***NOTE: Per the CFP Board, to ensure proper crediting, you must provide your CFP ID # as well as your FULL name (middle name included)
 
Not a CFP? You are welcome to join and learn about this topic.
 
*CFP credit will be given only upon confirmation of attendance for full presentation.
Speakers
Sean Link, JD, is the Estate Planning Specialist at Underwriters Brokerage Service.
Sean Link, JD, is the Estate Planning Specialist at Underwriters Brokerage Service. Sean works closely with independent financial advisors, and insurance agents to provide objective estate planning consulting and reviews of clients’ estate plans. He is available as a resource for estate planning situations and has given presentations on various estate planning topics. After beginning his career as a trial attorney, Sean served as a Fiduciary Advisor for PNC Wealth Management (now PNC Private Bank), where he specialized in trust administration and estate planning for mass-affluent and high-net-worth clients. Sean is a member of the Estate Planning Council of Pittsburgh and serves on the Board of Directors for the Pittsburgh Chapter of the Society of Financial Service Professionals. A graduate of Allegheny College and the University of Pittsburgh School of Law, Sean resides in Pittsburgh, PA.

Sean may be reached at sean.link@ubsnet.com or 412-201-7950.
Brett Berg, JD, LLM, CLU, ChFC is the Vice President of Advanced Planning at Prudential
Brett Berg brings more than 22 years of experience to the Advanced Planning team. Brett has led the Prudential team and is an industry thought leader and accomplished public speaker in the advanced markets space. He has deep expertise in estate, charitable, wealth transfer, and retirement strategies, as well as in practice management. Prior to joining Prudential, Brett was a key player in advanced markets, spending several years at Nationwide, before switching roles to lead the Advanced Marketing team at The Hartford. Brett received his B.A. from Bradley University, his law degree from Creighton University, and his LL.M. (Taxation) from Capital University. Specialties: Estate, Business, and Charitable Giving Strategies.