2016 Team Building and Collaboration Project Presentation

Date: Thursday, November 10, 2016
Time: 5:30pm - 7:30pm
Location: Loews Annapolis Hotel, Mainsail Conference Room
Team Building and Collaboration Project Presentation 
Members of two multi-discipline estate planning teams will share their project collaboration experience and present a plan to communicate their strategy to the clients in their scenario. Responsive comments will be provided by a common review panel and the audience. The panel will serve to provide feedback in the place of the client couple.
  • Scenario 1: a married couple (Harry and Sally) with assets totaling approximately $1,000,000 (View Scenario 1) 
  • Scenario 2: a married couple (Jack and Diane) with assets totaling approximately $7,000,000 (View Scenario 2) 

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