September 18, 2018 "Time Saver & Helpful Hint" eNewsletter
The future of stock and bond valuations for Trusts and Estates
Weekly News Update
Trusts & Estates article:
Top Ten Estate Planning Mistakes
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 available 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.
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.
Time Saver & Helpful Hint
This week's Time Saver / Helpful Hint topic is:
"Last chance to register for complimentary webinar"
Our complimentary webinar, "
How Estate Planning Awareness Week Can Build Your Practice & Your Community", is scheduled for Tuesday, September 25 from 11:30a to 12:00p ET. You can learn more and register in the
WEBINAR section below.
Also, please participate in our monthly survey, "Which social media platform do you use professionally" in the
SURVEY section of this eNewsletter.
Digital assets, including email accounts, blogs, websites, video channels, social media accounts, digital photos and other files stored on a web-based cloud, are more prevalent in today's digital economy, which is why they are of increasing importance in the estate planning process.
Our question for this month is...
"Which social media channel(s) do you use professionally?"
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 topic:
"How Estate Planning Awareness Week Can Build Your Practice & Your Community"
is scheduled for Tue, Sep 25 from 11:30a to 12:00p ET.
Here is a synopsis:
Find out what your colleagues are doing to participate in National Estate Planning Awareness Week and how it can help your community, clients, and prospects while growing your business. Our keynote speaker will be Valentino Sabuco, Executive Director of The Financial Awareness Foundation.
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.
Upcoming Events
Events we are coordinating (all times are ET):
- Sep 25: ESI-APPRAISE monthly webinar series (click
HERE)
Events we are attending (all times are ET):
- Sep 20: Estate Planning Council of Bergen County Meeting
"2018 Mid-Year Outlook - A New Narrative Emerges"
Subscriber Feedback
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