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Led by Jordan Atin, co-founder of eState Planner, these 30-minute CPD-accredited sessions cover a new functionality of eState Planner each week.
February 25, 2024, at 12:30 pm ET | 9:30 am PT
Join Jordan Atin for a live tutorial on eState Planner's new client intake functionalities.
Learn how to navigate the new interface, customize forms, and build your own form library.
This interactive session is designed to help eState Planner users make the most out of the software.
Sessions also include a Q&A session and qualify for 15 minutes of Professionalism CPD credits.
By signing up for this webinar, you agree to it being recorded and shared.
