Webinar Recap: Estate Planning for All Clients

In this session, we reviewed how to input and present estate plans in eMoney using our simple flow charts and interactive Decision Center to help clients quickly visualize the distribution of their assets and their lasting legacy.

Additional Resources:

• Estate Planning Interactive FAQ
• Setting Up Wills and Bequests in eMoney
• Disturbution Center Reports Now Accessible through Decision Center

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Check out how you can register for our upcoming Master Series webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops.