Breakout session with FP Alpha

The session addresses the common misconception that estate planning is only for ultra high net worth individuals and involves complicated tax mitigation strategies. It emphasises that estate planning is essential for a broader range of clients and highlights the importance of understanding and organizing estate documents.

The FP Alpha platform is introduced as a technology tool that simplifies the estate planning process by allowing advisers to upload client documents and generate easy-to-understand summaries, thus saving time and offering valuable insights. The platform uses AI to extract key information and offers educational materials to help clients understand terms and provisions. 

Watch parts of the session here:

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