As a financial advisor, your clients depend on you to take the leading role in every aspect of the advisory planning process – including estate planning.  Aralia was created to provide financial advisors, and their clients, with professional estate planning services through a virtual online network.  After registering on the Aralia network, financial advisors gain access to the comprehensive training and support necessary to help their clients establish high quality estate plans.  In addition you will learn how to interface on a technical level with estate planning attorneys, and assist your clients with the implementation of their estate plans.  Our goal is to link qualified legal and financial professionals together to address all of their client’s estate planning needs.

To learn more about Aralia and our unique multi-disciplinary networking approach, join us for a brief web presentation.  Click here to RSVP