Name
Practical Applications Lab - Advanced Estate Planning Summit
Date & Time
Tuesday, October 18, 2022, 1:00 PM - 2:30 PM
Speakers
Jenni Test - Salesforce Test Account
Description
This complimentary webinar highlights key features and best practices for drafting with Wealth Docx®, WealthCounsel’s estate planning solution.
Course Level
Advanced
Course Focus
Trusts & Estates