Preparing for Client Transitions: A Workshop for Offboarding

Preparing for Client Transitions: A Workshop for Offboarding

Master offboarding estates with our workshop! Learn strategies for client transitions, working with families, and maintaining relationships.

By ETP Canada

Date and time

Thursday, February 20 · 10 - 11:30am PST

Location

Online

Refund Policy

Refunds up to 7 days before event
Eventbrite's fee is nonrefundable.

About this event

  • Event lasts 1 hour 30 minutes

This insightful presentation is tailored for professionals in the financial sector or teams within financial institutions, aiming to provide valuable strategies and insights on navigating the sensitive process of offboarding clients after they pass away.


During the presentation, join Debbie Stanley, TEP, MTI, CEA as she explores crucial topics such as understanding client demographics, communication protocols, employee training, executor support, collaboration with legal and financial professionals, and continuous improvement.


We firmly believe that proper planning for client transitions is essential for compliance and upholding trust and respect for the clients and their families. Our workshop will underscore the significance of a compassionate and efficient offboarding process emphasizing sensitivity and professionalism.

Organized by

ETP Canada

ETP Canada helps Executors navigate their role, while providing hands on support through services such as Executor Support, Estate Accounting, and Professional Executor services.

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