Webinar Registration

Estate Planning Technology for Financial Advisors
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Wednesday, June, 28
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ET
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60 minutes
Diana Cabrices
Diana Cabrices
Technology Evangelist

What You'll Learn

Estate planning is complex, but yet is critical for helping clients and their heirs effectively manage wealth transfer. Join technology evangelist Diana Cabrices to learn about solutions designed to help financial planners navigate the estate planning conversation with ease (while staying…

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Webinars are for Financial professionals only. Exceptions may be made for clients of Financial Experts Network subscribers.

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What You'll Learn
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Webinar Description

Estate planning is complex, but yet is critical for helping clients and their heirs effectively manage wealth transfer. Join technology evangelist Diana Cabrices to learn about solutions designed to help financial planners navigate the estate planning conversation with ease (while staying compliant). Attendees will get an in-depth look at technologies such as Wealth.com, Vanilla, and Trust & Will, including how they’re different and what other advisors say about their success using them.

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Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.