Trusts & Estates

read
Trusts & Estates

The Education Evolution

By: Matthew T. McClintock, J.D.

Virtual learning is becoming everpopular and results from our social need for educational change. Accessing quality education and training from the convenience of the home or office is the goal of many post-secondary learners. While we have provided a variety of web delivered presentations in the past, WealthCounsel is adapting this learning trend further to expand the way in which we can deliver education to estate planning professionals.

To learn more about this education evolution, please fill out the form below.


Complete the form to get your free guide

Related Resources

WCQ Women in law
read
Trusts & Estates

Women in Estate Planning

Learn More
EPAW No CTA
read
Trusts & Estates

2022 Estate Planning Awareness Week - Free Marketing Package

This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More
Planning for Virtual Currencies thumbnail
read
Trusts & Estates

Cryptocurrency and Estate Planning

Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.

Learn More

Get the Premier Magazine for Industry Thought Leaders