Course Description:
Wealth and estate planning are key components in a client’s future, and ensuring it’s done right is vital. The legal and financial components need to align in order to meet that need. Wealth planning professionals can bring an array of knowledge to the table, including wealth transition services, business valuation, estate, trust and gift tax planning, and financial planning.

Join us for a roundtable where we’ll discuss how the services we offer combined with your legal expertise, will establish a comprehensive estate plan for your client.

Learning Objectives:

• Identify the key financial considerations of a successful wealth and estate plan.
• Outline how wealth planning and estate planning go hand in hand.
• Discuss the benefits of aligning legal and financial considerations for an improved plan.
• Explore examples of successful partnerships.

Presenters:
Ava Archibald, EA, Principal-in-Charge of Wealth Transition Services | Eide Bailly
Ava specializes in helping clients plan for the future success and prosperity of their businesses and families. Since 2006, she has provided Eide Bailly clients with her expertise in transition and estate planning, as well as gift and fiduciary compliance and overall financial planning. Ava provides estate, gift and fiduciary compliance, and tax planning services with a special emphasis in wealth transfer and estate planning. She assists clients with the development and execution of their estate plan and advises them on establishing lifetime gifting strategies such as the use of GRATs, IDGTs, charitable trusts, family partnership and sales to grantor trusts. Ava also presents in educational workshops and seminars on estate, gift and fiduciary tax and wealth transition opportunities.

Chad Flanagan, CPA/ABV, Partner-in-Charge of Business Valuation | Eide Bailly
Chad has been with the firm for over 23 years. He specializes in performing business valuation services for estate and gift tax purposes, litigation, and purchasing and selling businesses. He performs succession planning to help clients determine future ownership, leadership and management. Chad performs financial projections and forecasts and strategic planning for a variety of clients. To share his expertise, Chad has presented for Prairie Family Business, Red River Estate Planning Council and various other organizations.

Brad Kelley, Principal-in-Charge of Financial Services | Eide Bailly Financial Services, LLC
Brad’s leadership of Eide Bailly Financial Services spans over a decade. As Principal-in-Charge of Financial Services, Brad has cultivated a team of investment advisors managing over $1.3 billion in assets. Brad’s passion is providing skilled guidance to his clients using an integrated approach to holistic wealth planning. He provides specialized solutions for in-depth and sophisticated situations for high-net worth individual and business clients in the areas of financial planning, investment management/advisory services and insurance strategies. When you work with Brad, you can be sure that an experienced team of professionals is in place to handle your complex needs.