Date & Time
Friday, June 21, 2019, 10:45 AM - 12:15 PM
Name
Tips & Tricks - Wealth Docx Online
Description
During this session, we will focus on the Wealth Docx online platform. WealthCounsel's Content Support Manager, Lissa Bealke-Moore will provide guidance, resource information and best practice tips and tricks to help you confidently navigate and utilize the Wealth Docx online drafting system.
Speakers
Lissa Bealke-Moore, Product Implementation Manager