Trust & Will invites you to their event
About this event
As advisors, getting your clients to take action on important tasks is a crucial part of your job — and we all know that's easier said than done.
Join us for this interactive session in which Samuel Deane will highlight how:
This system has helped Deane Wealth Management ensure that more than 70% of his existing clients have an existing estate plan in place through Trust & Will.
Hosted by
The leading estate planning platform, enabling financial advisors to provide more comprehensive planning.
Co-founder and CEO of Knudge, a platform that helps organizations manage their clients' action items and automate their client follow up.
Samuel Deane is a financial advisor and President of Deane Wealth Management, a registered investment advisor for startup founders and employees. The wealth management firm specializes in financial planning, investment management, tax planning, and equity compensation.
Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.
