Growing Your Practice with Trust Administration
Tuesday, April 14, 2020, 2:00 PM - 3:00 PM, ET
Presenter: Yvonne Eckert Olivere, JD, Henna Shah, JD, LLM
WHAT WE’LL COVER
Becoming proficient in Trust Administration can provide a continuum of care for your estate planning clients and create an additional revenue source for your practice. Join this one-hour webinar where we’ll discuss:
- The benefits of adding trust administration to your practice,
- Practical steps and resources to get started in this area,
- Methods (and suggested messaging) to market your trust administration services, and
- Considerations when designing your trust administration process and systems.
Please note time of webinar.
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or education@wealthcounsel.com.
This webinar is complimentary.