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FREE Resources
Featured Webinar:
"Bridging the Relationship Gap
Between Advisors, Attorneys and CPAs"
Download "Bridge the Gap" Brochure
Access Free Resources Library
Interdisciplinary Study Groups
May 21, 2013, 1:00-2:00 p.m. ET
Life Expectancy and Health Care Planning
Lewis Walker, CFP®
Register by May 20
2013 Education Calendar
CPE CPA Study Groups
May 28, 2013, 1:00-2:00 p.m. ET
Income-Shifting Trusts
Stephen J. Bigge, CPA, CSEP
Register by May 27
2013 Education Calendar
Planning for the Generations Symposium
July 24-26, Denver, CO
Early Bird Deadline April 30
Register Now
Interested in sponsorship opportunities? Click here.
WebSource™
Enhance Your Web Presence
WebSource™ is an affordable, easy-to-use, customized web-branding solution to attract, acquire and engage your target audience. From new website design to existing website enhancement, WebSource further differentiates our members within their local markets, to more effectively brand themselves as the "go to" resource.
The WebSource Content Management System includes:
- Customizable client forms delivered through our secure FTP site
- Branded e-newsletter delivery system
- Integrated blogging capability
- Content Resource Center
- Automated event scheduling and communication application
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| E-Newsletter Delivery | Integrated Blogging | Event Scheduling |
Our unique Content Management System can be integrated into any existing website and provides wealth planning professionals the tools needed to create growing, sustainable and profitable practices.
Enhance your marketing efforts with our turn-key website solution engineered to increase qualified lead generation, facilitate communication and strengthen referring relationships with other wealth planning professionals.
