Trust & Will invites you to their event

Trust & Will for Advisors: LPL Financial Office Hours

May 23, 2024 11:00 (PDT)
About 30 minutes

About this event

Trust & Will's Weekly Office hours for LPL Advisors

Goal of this meeting: Help you get started in using Trust & Will with your clients — helping answer any specific questions you have and showing you best practices and resources available to you.

We encourage attendees to come with questions; this is less of a product demo and more a great way to interact with our team and other LPL advisors and learn how to help your client's take action.

Our agenda for this meeting will include:

  • Using your Advisor Dashboard
  • Trust & Will Resources
  • Best practices used by active advisors
  • Educational resources for clients

PS...Trust & Will for Advisors was recently added to LPL's Affinity Program!

Hosted by

  • Team member
    T
    Trust & Will for Advisors Team Webinar Host @ Trust & Will

    The leading estate planning platform, enabling financial advisors to provide more comprehensive planning.

Trust & Will

Estate Planning, made easy.

Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.

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