Best Practices for Estate Planning in eMoney (Training Webinar)

Two Things are Certain: Death and Taxes

In a replay of our eMoney Summit presentation, we go over all the tax implications of eMoney’s Distribution Center, our comprehensive estate planning tool. Going through several sample clients, we provide some tips and best practices to help you create and present successful estate plans to all your clients.

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page and select the Webcasts tab.