eMoney Weekly Webinar: Reframing Estate Conversations

Take a look at this week’s webinar, Reframing Estate Conversion. Estate conversations don’t need to be a negative topic with your clients. In this session, we show you how to change the narrative using eMoney.

Topics Covered

• Sample Clients – The Steins
• Using the Distribution Center
• Creating a Basic Estate Plan Presentation

More Resources

• TIP OF THE WEEK – Comparing Estate Contributions
• TIP OF THE WEEK – Estate Planning Reports
• TIP OF THE WEEK – Save Time with Presentation Templates

Continued Learning

Is there a specific eMoney product or feature you want to learn more about? We may have a live training workshop in your area or an upcoming training webinar that covers your questions! Check out our training schedule here.