eFORUM Newsletter
January 2022
Created by the editorial team of FORUM magazine, eFORUM delivers Advocis members content they can use in their everyday communications with clients. Designed to inform and help advisors, eFORUM features practice management, insurance, tax, and estate planning strategies. Look for eFORUM in your inbox four times a year. Please send any feedback to editor Deanne Gage
Jamie Golombek and Debbie Pearl-Weinberg
How Meeting Notes Enhance the Client Experience
Kelly Maxwell
The “Ins and Outs” of Probate Planning
Kevin Wark
Conversations to Have Before You Get Married
eFORUM Staff
Alex Kandelas