October 16, 2018 "Time Saver & Helpful Hint" eNewsletter 
The future of stock and bond valuations for Trusts and Estates
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 .

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.
 
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
 
This week's Time Saver / Helpful Hint topic is:
"October 15 to 21 is National Estate Planning Awareness Week"
According to the National Association of Estate Planners and Councils, October 15 to 21 is National Estate Planning Awareness Week. You can get to their website by clicking HERE.

If you want to learn more about how you can get involved in National Estate Planning Awareness Week, please take a look in the video found in the Complimentary Webinar section of this eNewsletter.

Last week's Time Saver / Helpful Hint topic was:
"Name Changes & Corresponding Security Description "
You can access the eNewsletter by clicking HERE.  
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: 
"ESI-Direct (V2): A more efficient way populate your starting assets for estates and trusts in OneSource Trust and Estate Software" 
is scheduled for Tue, Oct 30 from 11:30a to 12:00p ET.

Here is a synopsis:
ESI-Direct,version 1, introduced nearly a decade ago, significantly improved the process by which OneSource Trust and Estate Administration (OTEA) clients were able to populate their starting assets for estates and trusts. Since then, the underlying technology has advanced and we collaboratively saw an opportunity to improve the product. The release of version 2 (V2), which has been in development for quite a while, improves the speed and reliability of the valuation process. Our presenter is Earl Linton, Product Trainer for OTEA.
   
     
Prior Webinars:
You can access recordings of our prior webinars by going to our YouTube channel
ESI-APPRAISE or clicking HERE. These 20-30 minute webinars include industry related topics and APPRAISE how to videos.  
 
Last month's webinar, "How National Estate & Gift Planning Awareness Month can build your practice and community" can be viewed by clicking on the icon below.
 
  
Sep 2018: How National Estate Planning Awareness Month can build your practice and community 
Sep 2018: How National Estate Planning Awareness Month can build your practice and community
 
UpcomingEvents Upcoming Events

Events we are coordinating (all times are ET):
- Oct 30: ESI-APPRAISE monthly webinar series (click HERE)
 
 
Events we are attending (all times are ET):         
- Oct 10: Greater New Jersey Estate Planning Council meeting
  "What's New On Retirement, IRA, and Distribution Planning"
- Oct 25: Estate Planning Council of Bergen County Estate Planners Day
  "Stephan Leimberg - What's New On Retirement, IRA, and Distribution Planning"
feedback Subscriber Feedback

We want to make it easy for our subscribers to give us feedback. Please click here if you want to contact us.

Here is a recent testimonial from a client.
"Always excellent service, very responsive and greatly appreciated!"
- New York, NY  

Are you the correct recipient of this eNewsletter?
 
You may want to forward this eNewsletter to other people in your organization as we are not sure if all of the appropriate people are on our broadcast list.  They can then sign up this weekly eNewsletter by clicking HERE or on the link below. 
 
You can SafeUnsubscribe by clicking on the link at the bottom of this eNewsletter. 

Evaluation Services Inc. | 201.784.8500 |   Email | Website
STAY CONNECTED: