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Webinar Recap: Virtual Client Meetings

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Webinar: Do More Planning: Building the Plans - January 19, 2021 @ 2:00 p.m. ET

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Collaborating with clients is an essential part of the planning process, even more so when it is challenging to meet in person. This session we focused on hosting virtual meetings in eMoney and which features to use when preparing for, presenting in, and following up from these meetings.

 

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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.


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