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Secure Your Clients’ Legacy with Estate Planning Software: Yourefolio
April 10 @ 2:00 pm - 3:00 pm
Your main concern is preparing your clients for the future, but what about the future of their estate? A comprehensive financial plan should allow clients to meet their goals and plan for the future of their assets beyond their lifetime. Orion’s new integration with Yourefolio helps comprehensive planners by bridging the gap between financial planning and estate planning. Join us for a webinar featuring Yourefolio to find out how.