Optional - Practical Applications Lab
Date & Time
Friday, July 17, 2020, 1:00 PM - 2:30 PM
Jennifer Davenport, JD - WealthCounsel, LLC
Jennifer Davenport, JD

Join us for a complimentary Practical Applications Lab on Friday, where we will highlight key features of Wealth Docx® and Wealth Tracx™ and discuss how to execute several of the concepts introduced during the Advanced Estate Planning Summit.