January 22, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
WeeklyNewsWeekly News Update  
 
Trusts & Estates related article:
You can access the complete article by clicking HERE.
 
Finance & Markets eNewsletter
You can access the complete article by clicking HERE .
 
Who is ESI-APPRAISE & how can we help you?
Click HERE to find out.
TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint is:
"Heckerling Institute 2019"
We just returned from the 53rd Annual Institute on Estate Planning where the sessions were insightful and the traffic at our booth was heavy. Many of our current clients stopped by to say 'hello' and others not familiar with us learned more about the INNOVATIVE SOLUTIONS we demonstrated.

You can access Institute reports by clicking HERE.
 
Last week's Time Saver / Helpful Hint topic was:
"Appraise v8.02 has been released "
You can access the eNewsletter by clicking HERE.     
 
Thank you for subscribing to our eNewsletter and allowing us to serve you.  
We encourage and appreciate any FEEDBACK you have. 
Webinar
Webinar"Introduction to..." Webinars

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

Our next webinar: 
"Introduction to...Appraise v8.02!" 
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, has been released!  
We suggest all of our clients, regardless of the version they are on, upgrade as soon as possible because v8.02 has quite a few valuable enhancements and versions prior to 8 are no longer being maintained. Our "cloud" and "software as a service" clients received the new version automatically and did not have to go through a download and install process. 
 
 CLICK HERE TO REGISTER FOR THE WEBINAR   
    
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 29: Complimentary webinar (click HERE for detail) 
 
Events we are attending:    
- Jan 23: Estate Planning Council of Bergen County meeting
- Jan 23: Greater New Jersey Estate Planning Council meeting 
- Jan 31: Estate Planning Council of New York City meeting  
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