January 9, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
"One Stop Shopping" for capital changes, cost basis calculations, and securities valuations
WeeklyNewsWeekly News Update  
 
You can access the complete article by clicking HERE.
 
The week ahead:
(Your guide to this week's big events)
You can access the complete article by clicking HERE .
(Not published this week)

The week in review:
(A round-up of some of last week's significant corporate events and news stories.)
You can access the complete article by clicking HERE .
(Not published this week)
 
If you need immediate, no frills, stock and bond valuations for trusts and estates, or historical portfolio pricing, try appraise.web.

If you're looking to outsource your valuations, or to replace legacy estate valuation software with a state of the art " software as a service" solution, EMAIL us.
 
Thank you for subscribing to our eNewsletter and allowing us to serve you.
TSHH Time Saver & Helpful Hint
 
Who is ESI-APPRAISE?
Click HERE to find out.

This week's Time Saver / Helpful Hint is:
"Heckerling Institute on Estate Planning"
Next week, from January 14-18, will be attending and exhibiting at the 53rd annual Heckerling Institute on Estate Planning. If you are attending, please stop by our booth. You can see were our booth is located, and what we will be exhibiting, by clicking HERE.

Last week's Time Saver / Helpful Hint topic was:
"adjusted versus unadjusted prices "
You can access the eNewsletter by clicking HERE.   
 
We encourage and appreciate any FEEDBACK you have. 
Webinar
WebinarComplimentary Webinar

We instituted a complimentary webinar series to enable our subscribers to receive concise instruction on issues and ideas affecting our industry without having to leave your office.

Our next webinar: 
"Appraise v8.02 training" 
is scheduled for Tue, Jan 29 from 11:30a to 12:00p ET.

Here is a synopsis:
Appraise v8.02, the successor to Appraise v8.01 released in June, will be ready for download and installation this month. Our Software as a Service clients receive all updates automatically.  
 
We suggest all of our clients, regardless of the version they are on, upgrade as soon as possible because this release has quite a few valuable enhancements. Additionally, versions prior to 8 are no longer being updated or supported.  
   
 CLICK HERE TO REGISTER    
    
Prior Webinars:
You can access recordings of our prior webinars by going to our YouTube channel
ESI-APPRAISE.
These 20-30 minute webinars include industry related topics and APPRAISE how to videos.  
UpcomingEvents Upcoming Events

Events we are coordinating (all times are ET):
- Jan 18: System maintenance from 5:30p to 9:00p   
- Jan 21: Martin Luther King day holiday (NYSE & ESI holiday) 
- Jan 29: Complimentary webinar (click HERE for detail) 
 
Events we are attending:    
- Jan 23: Estate Planning Council of Bergen County meeting
- Jan 31: Estate Planning Council of New York City meeting  
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"Wonderful working with you. And your help and expertise through the process was invaluable. Many thanks."
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