ON-DEMAND WEBINAR

Securing Your Client's Legacy:

A Guide to Estate Planning in eMoney

Register below to hear the recording of Joe Buhrmann, CFP^®, CLU^®, ChFC^®, Advisory Financial Planning Practice Management Consultant at eMoney, and Tim Caso, Wealth Planning Consultant at Axtella, discuss how to use eMoney to have an engaging estate planning conversation, as well as best practices and platform features to help deliver a better client experience.

Presenters

Joe Buhrmann, CFP®, CLU®, ChFC®

Advisory Financial Planning Practice Management Consultant

eMoney Advisor

Tim Caso

Wealth Planning Consultant

Axtella