Announcements!, One Question, Niche or Niche
Update: 2023-06-30
Description
Announcements!
Welcome back to Season 2 of the Fin.Ed Show. Katherine and Kaeleen have some exciting announcements to start the season off strong.
One Question
Pablo Troncoso and Alex Abuyuan from Estate Plan Documents join Katherine and Holly to discuss Estate Planning and how they can help advisors integrate Estate Planning into their practice with ease.
Niche or Niche
Have you considered teaching something other than classes like Social Security? Kaeleen and Teri share their secrets for successfully expanding your class offerings, and including more niche classes like Estate Planning.
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