This forum has been created especially for WealthCounsel Members who own their own practice and have 20 or more years of Estate Planning experience.   

 

Please join Eden and fellow WealthCounsel members for a virtual roundtable discussion focused on on managing existing clients’ estate plans - looking at issues, concerns, and best practices, including pricing and delivery.  Bring your ideas and experience to this complimentary meeting and join the discussion!

 

This meeting will be hosted using the Zoom conference services.