Name
Drafting Bootcamp
Date & Time
Thursday, August 1, 2019, 2:15 PM - 3:45 PM
Speakers
Description
Get the most out of WealthCounsel® drafting! This course will help members identify specific tools and functionality to increase efficiency with the online drafting system. In addition, learn other ways to collaborate and leverage your resources to streamline procedures.
Sessions
Kristen Gann & Brenda Lopes
Course Level
Getting Started
Course Focus
Trusts & Estates