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Everplans Training / Important Documents Workshop

Please join me for a live Zoom workshop from the comfort of your own home as I review your client access to Everplans, an amazing important document / life organization planning tool and also go over a presentation on the organization of your Important documents.  This is an incredibly helpful topic for you to end the year strong and feeling organized while also making life easier for your loved ones if they ever needed to make sense of it all if you were no longer around.  (See Client Resources for more info on Everplans)

Earlier Event: November 18
Client Gratitude Event