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The future of stock and bond valuations for Trusts and Estates
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 Weekly News Update
Trusts & Estates article:
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.
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Time Saver & Helpful Hint
This week's Time Saver / Helpful Hint topic is:
"Commentary on tax cases, rulings, and legislation for financial services professionals & Last opportunity to register for October complimentary webinar"
We will be attending the Estate Planning Council of Bergen County's October 25 Estate Planners Day. The keynote speaker is:
Stephan R. Leimberg, JD, CEO of Leimberg Information Services, Inc., an e-mail and database service providing information and commentary on tax cases, rulings, and legislation for financial services professionals.
This is your last opportunity to sign up for our October complimentary webinar:
"A better way to price securities within OneSource Trust & Estate Software"
which is scheduled for Tue, Oct 30 from 11:30a to 12:00p ET.
You can learn more and register in the WEBINAR section below.
Last week's Time Saver / Helpful Hint topic was:
"October 15 to 21 is National Estate Planning Awareness Week
"
You can access the eNewsletter by clicking
HERE.
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Complimentary 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:
"A better way to price securities within OneSource Trust & 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.
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| Sep 2018: How National Estate Planning Awareness Month can build your practice and community |
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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 25: Estate Planning Council of Bergen County Estate Planners Day
"Stephan Leimberg - What's New On Retirement, IRA, and Distribution Planning"
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Subscriber Feedback
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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
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