Date & Time
Friday, February 27, 2026, 1:30 PM - 2:30 PM
Name
Working with WealthTracx
Description
Working with WealthTracx
Learn to use Wealth Tracx, a comprehensive Trust Administration solution featuring customizable tools, resources, and a robust library of documents specifically geared for a streamlined, efficient trust administration process for revocable and irrevocable trusts.
Speakers
Jennifer Davenport - WealthCounsel, LLC