Key Outcomes
Identify the most common estate planning “nightmares” that derail families and businesses.
Understand how to properly coordinate wills, trusts, and beneficiary designations.
Recognize the importance of powers of attorney and what happens when you don’t have them.
Avoid costly business succession pitfalls that can jeopardize your company and your family.
Meet Our Hosts
Eric Brotman, CFP®
CEO, BFG Financial Advisors
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning industry in 1994 and launched a start-up in 2003, which has grown to over 20 employees and $800,000,000 in assets under management. He’s the author of three books, including the award-winning "Don't Retire...Graduate!" and hosts a podcast by that same name.
Amanda Plant, Esq.
Partner, Eris Law Group PLLC
Amanda Plant is a Partner at Eris Law Group PLLC and focuses exclusively on estate planning, offering highly personalized guidance for wills, trusts, powers of attorney, and business succession planning. She is known for tailoring each estate plan to the client's unique family and financial needs—from basic documents to advanced tax strategies and special needs planning. Amanda also advises trustees and beneficiaries through the trust administration process. Her calm, thoughtful approach helps families gain peace of mind during both planning and execution.
About Our Webinar
Even the most well-intentioned plans can turn into real-life horror stories when key details are overlooked. From forgotten beneficiaries and missing powers of attorney to tangled business successions and probate nightmares, the scariest part is how easily these mistakes can be avoided. In this Halloween-themed educational webinar, Eric Brotman, CFP®, and Amanda Plant, Esq., share chilling true stories from their own experience—each one revealing how a lack of planning (or outdated planning) can leave families and businesses haunted by legal and financial chaos. You’ll learn what went wrong, how it could have been prevented, and the steps you can take right now to keep your own plan from becoming a cautionary tale. Light-hearted, insightful, and full of practical takeaways, this session will leave you more confident about your family’s future—and maybe just a little spooked at what’s lurking in the fine print.
Don't Let Fear Control Your Legacy
Unlock the secrets to successful estate planning and avoid the nightmares that haunt many families. Sign up now to secure your spot!
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