Estate Planning: Modeling Complex Planning Essentials

Understand what parts of the application best support modeling Estate Planning essentials for your Clients. Sit down with eMoney’s Madeline McAleer and hear her insights on QCDs in the application and more! 

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.