eMoney Weekly Webinar Summit Series: Estate Planning

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.

 

 

Topics Covered

  • 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

More Resources

Continued Learning

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. 

Julie Himmel

Written By

Julie Himmel is an Enterprise Communications Strategist with eMoney Advisor, LLC. She is a proud puppy mother to a Brittany Spaniel, enjoys spin classes, exploring new cities, being by the beach or in the mountains, and does her best at living a clean, toxic-free life (except for margaritas).