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Hosted by  FPA of Florida Chapters

Getting to the Finish Line: Part 1

Services, Tactics and Resources
to Help Clients Implement Estate Planning

Creating an estate plan is one thing. Helping clients successfully implement it is another.


FPA of Florida's four-part webinar series, Getting to the Finish Line, focuses on the practical tools, services and tactics that help planners move clients from intention to action to completion.


You'll explore three distince approaches: completing and funding plans, identifying gaps in existing plans, and using estate plan review to create better client conversations and next steps.

The series concludes with an interactive attendee discussion focused on what works, what gets in the way, and what you can put into practice.


Four sessions. $40. Practical ideas. One goal: helping more clients cross the finish line.


Register Today

Monday, September 21, 2026
12:15 PM - 1:00 PM Eastern Time

Location
Webinar
   
 



Agenda

 

Sep 21 2026 12:15PM


Presented by EncoreEstate


Clients can have every intention of completing an estate plan and still never quite get across the finish line.

Documents need to be prepared. Signatures and notarization need to happen. Assets may need to be retitled. Trusts need to be funded. Each additional step creates another opportunity for the process to stall.

EncorEstate focuses on this last mile of estate planning—helping turn planning decisions into completed, executed and funded plans.

In this session, attendees will explore practical ways technology, human support and a coordinated implementation process can reduce friction and help clients move from:

“We know we need to do this.”

to

“It’s done.”

Why this session is different

This session is about execution and completion.

You’ll see approaches and resources designed to help clients follow through on the practical steps that stand between having an estate planning intention and having an estate plan that is actually in place and working.


Event ID  231