Everplans Webinars

Everplans Weekly Demo: Thursdays at 2pm

Learn how Everplans can help you reach the next generation of clients. Join our team each week on Thursdays at 2PM EST for a discussion of the challenges facing advisors as they strive to engage and involve their clients' families in planning for the future.

 

Purposeful Planning: Conversations Beyond the Balance Sheet: Weekly January 10-31, 2 PM EST

Join Barb Culver for an exclusive four-part webinar series exploring methodologies advisors can employ to foster meaningful client relationships and build the type of trust that creates lifelong loyalty. Topics include aging, intergenerational planning, and working with widows.

 

On-Demand Webinar: Clients With Diminished Mental Capacity

7 Steps To Protect Yourself, Your Practice, And Your Clients Who Have Diminished Mental Capacity

Expert and author Bob Mauterstock shared his keen insight on working with aging clients. What do you do when you discover that one of your clients has a diminished mental capacity? If you don't know what steps to take to protect your client and your practice, both may be at risk.  

 

On-Demand Webinar: Empowering Clients To Make Future Healthcare Decisions

Speaker and author Anne Elizabeth Denny provided an extremely informative webinar on how to empower clients to communicate future and end-of-life healthcare wishes. Go beyond merely checking off boxes to truly understand clients' needs and create meaningful healthcare directives for them.

 

On-Demand Webinar: Everplans Professional Demo

Watch a webinar hosted by our team highlighting the Everplans Professional platform. This webinar features a complete with a Q&A afterward. If have additional questions don't hesitate to schedule a demo with the Everplans team to get your questions answered and see what's new in the platform.

 

On-Demand Webinar: Financial Advisor's Digital Marketing

Listen to author, speaker, and digital marketing expert Jill Addison of FA Client Machine and learn how advisors can best leverage video marketing to grow their practice.

Original Air Date: Wednesday, November 9, 2016 at 2:00 PM EST

 

On-Demand Webinar: Everplans Advisor Spotlight With Randy Dippell

Randy Dippell of Lakestar Wealth provided an informal discussion of how he has used Everplans to strengthen client relationships, and how our planning tool allowed his practice to provide service beyond the ordinary. Note: This is an audio-only webcast.