Weekly Training WebEx: Catering Planning to High Net Worth Clients

Catering Planning to YOUR Client – High Net Worth

In this 4 part series we highlight client demographics and the respective tools and reports for each. In this episode you’ll learn how to implement trusts into your plan in order to model a tax-efficient estate.

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To learn more, check out our Distribution Center User Guide. 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