GVA Basecamp
July 18 @ 11:00 am - 11:30 am
July’s GVA Basecamp features Jared Goldberg, Senior Account Executive at Trust & Will
Trust & Will for Advisors currently partners with over 11,000+ financial advisors to help streamline the estate planning process for your clients. As a new approved solution for LPL, join Trust & Will to see how they’ve helped 800k+ families secure their legacy and the tools you’ll have access to via the advisor dashboard to deliver more comprehensive planning.
Jared and James will share details on:
- How Trust & Will works with advisors to support their client’s estate planning needs
- Trust & Will Advisor Dashboard
- Estate Planning process for the client
- Partnership with LPL
Note – All calls and recurring events will come from the GVA Events email address (events@gvaria.com). Please be on the lookout for all emails from this address.
GVA Basecamp meetings are a monthly expedition updating you on what’s happening around GVA, guest spotlights, and partner highlights and how they support you and your business. We will spend the first half informally chatting with our guests and then open the floor to a shared learning environment segment where we encourage you to share your best practices, engage with peers, and ask questions to learn from one another.
Please read our news articles for “GVA Basecamp” on The GVA Intranet Events page and contact GVA Communications with any questions and suggestions for future topics.
