Hi Tessa,
Don't miss out on our upcoming webinar!
Nearly three-quarters of Americans don't have an estate plan in place — a number that likely includes some of your clients. If you're not already offering estate planning in your portfolio of services, there's a clear, unmet need to do so, and a potential opportunity for growing your practice.
On June 21, Hubly is partnering with Trust&Will for an informative webinar on estate planning for financial advisors. In it, we'll explore practical solutions for building estate planning into your firm’s processes. Our agenda includes:
