Name
Open House: Preview the Future of Online Drafting at WealthCounsel
Date & Time
Wednesday, October 25, 2023, 12:30 PM - 2:00 PM
Description
Interested in getting a sneak peek at the future of WealthCounsel’s online drafting? Stop by during the lunch break to see the designs and direction for “NextGen.” Drop in for as long or little as you like to view refreshed designs and reimagined approaches for select screens on the member website. There will not be a formal presentation, but WealthCounsel staff will be available to answer questions and hear your feedback. We value your input - it will help validate that the new approaches meet your needs and will make drafting even more efficient.
For anyone who isn’t able to make it, wants to see more, or has more questions, stop by the WealthCounsel booth any time.
Speakers