How To…Level Up Your Estate Planning Practice for the Digital Age (09/28/22)

In this program, we will introduce a new generation of estate planners to tools that will allow them to deepen relationships and build a recurring revenue model into their practices. This online event will offer valuable insights into the latest thinking on estate planning and outline the challenges and opportunities for estate planning specialists. We’ll highlight the changing perceptions of sustainable inter-generational estate planning and the opportunities within. 

Key topics will include:
- How the pandemic has made us rethink digital life after death
- The inheritance economy –greatest wealth transfer in history
- The changing face of estate planning
- Driving transparency in life and legacy planning for the “Circle of Trust”
- Planning across generations

Our lives are more digital than ever - a trend that has accelerated during COVID-19. Our digital life is inextricably intertwined with who we are. Embracing ways to thoughtfully pass on access to the digital resources we use every day will not only be a gift to our loved ones but also a core part of our legacy.

Alyssa Rakovich, Pension Plan Consultant, Accredited Investment Fiduciary, and Director of Strategic Partnerships - Wealth Management at The Estate Registry. Alyssa has a deep background in financial services exceeding twenty years working with high-net-worth families and business owners worldwide and supervising advisors and staff involving over $15 billion in client assets. Having spent 17 years at Smith Barney turned Morgan Stanley at wire house firms in both production and management, Alyssa maintains her registrations with NAMCOA®, (Naples Asset Management Co, LLC®) and maintains the AIF® (Accredited Investment Fiduciary®) and PPC® (Pension Plan Consultant) designations.

Ravi Rao, SAP-certified Innovation and Knowledge Advisor and Director of Strategic Partnerships – Legal Services at The Estate Registry. Ravi worked for a variety of software and technology firms over the past 20 years, ranging from global enterprise business systems to practice-specific toolsets. As an SAP-certified Innovation and Advisory Leader, his expertise includes solution strategy and delivery of technology into new markets for the purposes of driving operational efficiencies and improving client service. More recently, Ravi has spent the last several years in Legaltech, bringing new finance and accounting solutions to the AMLAW200 to modernize large law firms and enable the kinds of efficiencies and customer service that other industries have experienced for decades. 

Sponsored By: The Estate Registry

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Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live.