ONLINE
Tuesday, October 11, 2022
7:00 PM - 8:00 PM
How to prepare for the first meeting with your client, discussing your fees, ethical considerations, educating your client on key concepts, asking the right questions, and developing a plan. Sample documents will include a “Client Questionnaire” and a “Checklist for Your First Meeting.”
– Jayne E. Sykora; Sykora & Santini LLC
Webcast also included in the following webcast packages:
Drafting Wills A to Z Webcast Series
October Estate Planning Webcast Package
$65
Other discounts that may apply:
Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.
Minnesota CLE has applied to the Minnesota State Board of CLE for 1.0 ethics credit. The maximum number of total credits you may claim for attending this program is 1.0 credit.
