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Practice Management: Forming an Estate Planning Practice and Engaging New Clients

Wednesday, October 7, 2015 12:00 PM to 1:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Description:

Want to get into estate planning? Come to this program to find out how! Attendees will learn the different methods of setting up an estate planning practice, including practice management software, drafting templates, benefits of drafting software, marketing, networking and building a client base.

Sponsoring Section/Committee(s):

Speakers:

 

Contact:

Cassandra Shavney
cshavney@bostonbar.org

 

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