ORG: Paragon Estate Planners
January 27 @ 2:00 pm - 3:00 pm
A compliant way for you to add estate planning to the financial process. Become a more valued asset to your clients by helping them find proper trust solutions. This is a great way to add value and create a marketing platform for your business. With a toolbox of resources to get you started and help you market, this is another solution that could make a difference for you in 2021.