Now's the time to start preparing for your upcoming February newsletter and consider ordering additional copies of this issue for your February and March Estate Planning Fundamentals workshops. This issue is also perfect to keep on file for prospective clients who may need that extra nudge to go ahead and schedule that initial estate planning consultation.
The deadline for making edits to your February issue estate planning newsletter is January 7 (due to the fifth being on Saturday) and the default articles we have scheduled for you are: Tomorrowitis and Finding Fiduciaries.
To see the additional articles available for custom issue creation, download a preview of the article library.
Need assistance? Give me a call at 877-352-2021 and dial 82 when you hear our greeting.