Advanced Series: Estate Planning

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

UPCOMING SESSIONS:

June 23rd - 2:00pm ET

December 8th - 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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