Grassi Advisors and Accountants - Platinum Sponsor

STUDY GROUP-Webinar- 'Estate Planning Paralysis: Getting Your Clients to Act in 2023"

Date: Tuesday, January 24, 2023
Time: 5:30pm - 6:30pm
Location: ZOOM
Speaker: Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®

Details: When evaluating tax, estate, and philanthropic planning advice, many clients often find themselves paralyzed from taking any action. How do you determine the optimal solutions to address your clients’ needs, communicate sophisticated planning strategies in a manner that is easy to understand, and motivate a client to implement those strategies? This seminar provides concrete methods for you to help clients move beyond anxiety and confusion and take action—even in an environment of ongoing market volatility and economic uncertainty.


If you wish to attend, please RSVP online at 

or to our Committee Chairperson:

Michael P. Ryan, Esq.


See Upcoming Event Calendar