Estate and Legacy Planning + CRM: A Webinar on the Integration of Yourefolio & Wealthbox

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In this integration, advisors can easily transfer client data from Wealthbox to Yourefolio’s estate planning software. Join us for a live webinar as representatives from Wealthbox and Yourefolio demo our products and the integration between them. There will be a Q & A session after the webinar.

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