Recorded: September 24, 2015
Presented by Valerie Peterson, JD, ElderCounsel and Gray Strickland, Wealth Advisor Marketing
Duration: 13 minutes
We are excited to be rolling out a new online tool in September. With the launch of the ROI Calculator you will be able to input a few figures and generate a printable PDF showing your clients the return on their investment when they choose to engage you for their Medicaid or VA pension planning. During this webinar, we will highlight the features of this new tool and prepare you to put it to work for your firm.
Note: This video was recorded on the old ElderCounsel website, however, the principles and application are the same.