Career Checkpoint: The Long and Winding Road of Estate and Gift Planning

Have you found yourself new to the world of estate and gift planning? Maybe you have been working in or around the profession for several years and are ready to explore further. No two paths into our field are the same, and the journey often takes us down varying and exciting new roads. No matter where you are in your estate and gift planning career, evaluating how you got here and where you want to go next is a valuable practice.

In this session, we’ll hear from three seasoned professionals who followed different paths in the practice of estate and gift planning. We’ll learn from their biggest hurdles, celebrate their biggest wins, and ask their opinions on what it takes to continue in this varying and exciting career. We’ll end the session with a Q&A, so come prepared to ask for advice and share your thoughts with others.

This program will feature content for young professionals in gift planning, but all are welcome to attend this free event.