Enhancing the Value of Financial Planning Webinar

Please join us for our upcoming eMoney webinar on Monday December 16, 2024 at 11-12pm ET

The Enhancing the Value of Financial Planning series is hosted by our partners from eMoney, one of the most popular financial planning software solutions in the marketplace today!

On our upcoming session, Steve Levis, SVP of Financial Planning, will be running a case study using eMoney’s advanced planning tools for more complicated case scenarios that financial advisors might encounter when dealing with various clients such as business owners and high net worth clients.

Mark your calendar for Monday at 11am EST and use the link below to join.

Call Link Zoom:

https://nationallife.zoom.us/s/92388602996

TC7430098(1224)1

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Enhancing the Value of Financial Planning Webinar

Previous PostImportant Year End Dates & Reminders

Next PostBitcoin ETFs Now Available