On Demand

Empowering Advisors: Navigating Life's Milestones in Estate Planning (1 CFP® CE Credit*)

With clients increasingly prioritizing estate planning, this webinar offers a comprehensive look at life’s various milestones—such as marriage, parenthood, home ownership, and more. It provides insights into essential actions clients should take concerning their estate documents. By attending this webinar, advisors will be equipped to identify opportunities and facilitate a proactive approach to estate planning.

*CFP Credits not applicable for viewing the recording

Speakers

Mitch Mitchell

Product Counsel of Estate Planning

Trust & Will

Andres Mazabel

Head of Advisor Solutions

Trust & Will

Brandon Tucker

Advisory Financial Planning Practice Management Consultant

eMoney Advisor

*CFP Credits not applicable for viewing the recording

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About eMoney

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.