Everplans Weekly Demo: Thursdays at 2pm
Learn how Everplans can help you reach the next generation of clients. Join the Everplans 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.
On-Demand Webinar: Clients With Diminished Mental Capacity
7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity
Join Expert and author Bob Mauterstock for a lively discussion on 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: Everplans Professional Demo
Watch a recorded webinar highlighting the Everplans Professional platform, hosted by the Everplans team and complete with a Q&A afterward. Have more questions? Schedule a demo with the Everplans team to see what's new in the platform and get your questions answered.
Financial Advisor's Digital Marketing Secrets Revealed
Join author, speaker, and digital marketing expert Jill Addison of FA Client Machine to learn how advisors can best leverage video marketing to grow their practice.
Wednesday, November 9, 2016 at 2:00 PM EST