Live Training Webinar: Starting Estate Conversations with Asset-Map

With the $83 trillion Great Wealth Transfer (GWT) just around the corner, it's more important than ever to ensure there's a plan in place to guide your clients through the unique challenges presented by this monumental shift.

In this webinar, learn how to leverage tools like Relationship Maps, Beneficiary Visualizations, and more, to aid in estate conversations. Don't miss the opportunity to future-proof and scale your practice with Asset-Map, ultimately positioning yourself as a trusted advisor for the next generation of wealth holders.

Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)