Back to the Future: Master Actionstep Basics to Grow Your Firm Next Year
10:15 - 12:00
Master the basics of Actionstep to customize and streamline your firm’s estate planning workflow… and take your firm to the next level in 2020. We’ll focus on how to set up workshop and estate planning matters, connect and update your calendar appropriately, and run reports. You’ll have the opportunity to walk through the actual generation of the estate planning and workshop workflows, and run the key focusers as appropriate steps are completed. In addition, you’ll be able to augment your skills after TAPER with our series of Actionstep training webinars and the updated walkthrough on the Member website.