- What personal information is available on the Internet?
- What can be done to remove it?
- How can we protect our clients against having their information on the Internet in the first place?
Join Jonathan G. Blattmachr as he discusses 8 Tech Traps and Tips Every Practitioner Must Know
This webinar will explore steps you might consider for your practice and clients in light of the Coronavirus. Health issues are no doubt of paramount importance for you and your practice. What steps are some firms taking to protect staff and clients? How might you communicate to clients? What might you communicate to clients? How can you hold meetings with clients? How can technology help you continue to practice in the current environment? What are the issues of signing documents in the current environment? While the speakers don’t have answers to many of these difficult questions, we hope that sharing our thoughts, and the steps we are taking, might prove helpful to other practitioners.
Martin Shenkman, Esq., and Valentino Sabuco, Executive Director for The Financial Awareness Foundation that has helped pioneer the ‘fee-only’ financial planning profession over the last 40 years as a practice of CPA firms, through his private practice, syndicated columns, and publishing activities
Authors Martin Shenkman and Jonathan Blattmachr examine how estate planners can use technology as an important part of the planning team and render services that remain relevant to the late swath of aging clients who are indifferent to estate planners to aging and infirm clients.
There are many ways practitioners can harness technology and other changes to better serve their client, for example: