for expert insights on the most pressing topics financial professionals are facing today.
Webinar: Do More Planning: Building the Plans - January 19, 2021 @ 2:00 p.m. ET
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.
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.