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.

https://emoneyadvisor.wistia.com/medias/pquh9p9ako?embedType=async&videoFoam=true&videoWidth=600

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

• TIP OF THE WEEK – Estate Planning Reports
• TIP OF THE WEEK – Comparing Estate Distributions
• WEBINAR – Estate Planning in eMoney

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.