Advanced Series: Estate Planning

Learn how to build the foundation you need with eMoney's estate planning capabilities to create and present simple and complex estate plans for your clients.

UPCOMING SESSIONS:

September 16 - 2:00pm ET

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Watch a previously recorded on-demand video:

Webinars & Recordings Series

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This approach is recommended for both long-time eMoney users looking for training on more in-depth topics or new users seeking group training to get their office up to speed.

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