Thriving in Estate Planning, Part 1

Thriving in Estate Planning, Part 1

In this two-part series, you will learn creative techniques that you can implement to take advantage of planning opportunities in today’s volatile political and economic climate. Part 2 will focus on specific planning techniques that can be implemented with Wealth Docx®. Special attention will be given to crucial conversations to motivate advisors to promote your planning services and promote clients to move ahead.