Joe Mitchiner
AC21 Workshop-Creating Kingdom Conversations in End of Life Documents
About the Course
Many financial advisors are involved in helping clients prepare end-of-life documents, and in many cases, that work can lead to deeper discussions about life and mortality. To adequately address clients’ concerns, advisors need to understand the importance of those discussions and how to approach those conversations in a way that is beneficial to the client both financially and emotionally. In this session, Joe Mitchiner shares how to explore our clients’ level of concern and knowledge regarding end-of-life documents, how to approach the conversation, and how to help them express themselves fully in various documents as a part of financial planning.
About the Speaker
Joe Mitchiner
Mitchiner & Small, PLLCJoe Mitchiner has been engaged in private law practice for over 45 years, concentrating in estate planning for the past 19 years. He has a passion for generosity, stewardship, and serving clients well, including dialogues to move clients along their spiritual journeys. He has been married to Libby for over 50 years and has been blessed with two children and three grandchildren.
Available Sessions
| # | Session | Score | |
|---|---|---|---|
| 1 | 2021 AC Workshop-Creating Kingdom Conversations in End of Life Documents | Take Test |
Need Help?
1.404.497.7680
info@kingdomadvisors.com
Continuing Education
Accepted for CE Credit
Hours: 1
Designations: CKA®, CFP®, IMCA, PACE, FPSC, Institute, Insurance
Minimum Passing Grade: 80%
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