Webinar Registration

Estate Planning Technology for Financial Advisors

Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -

Wednesday, June, 28

01:00pm ET

60 minutes

Diana Cabrices

Technology Evangelist

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial 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.