Tactics to Move Clients Forward on Documents

To recognize National Estate Planning Awareness Week, here's a snippet from our recent webinar with Juliet Kalib and Rick Kahler. Juliet is a trusts and estates attorney and Rick is a fee-only financial planner as well as a financial therapist. If you want to see the full hour, you can sign up ⁠here⁠.

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"Jill on Money" theme music is by Joel Goodman, ⁠www.joelgoodman.com⁠.

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