In this webinar: Estate Planning, you’ll receive an in-depth look at how to create powerful estate plans in eMoney including insight into the best ways to model trusts and tips for creating impactful presentations.
- Emerging Affluent Demo Client Walk-through
- High Net Worth Demo Client Walk-through
- Creating a Tax-Efficient Estate Plan
- Maintaining Estate Plans
- eMoney Automatic Updates vs. Manual Updates
- TIP OF THE WEEK – Estate Planning Reports
- TIP OF THE WEEK – Comparing Estate Distributions
- WEBINAR – Estate Planning in eMoney
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.
For a limited time, you can pre-register for the 2019 eMoney Summit for just $999 here.