A multi-generational estate and legacy planning platform for financial advisors, insurance agents, and estate planning attorneys.
Joined January 2017
- Tweets 490
- Following 261
- Followers 378
- Likes 38
36 Photos and videos
26 Apr 2018
We're hanging out with @Cfd_Investments this morning in beautiful Indiana! #Everplans #fintech
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EverplansPro retweeted
22 Feb 2018
Your bitcoin may be lost for good if you die without a plan for it cnb.cx/2GBFMGs
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15 Feb 2018
Differentiate your practice and expand how you plan. Find out how in this great @newsfromIN article featuring our co-founder and co-CEO @abbys422. #digitize #estateplanning #fintech
bit.ly/2BZxhqB
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9 Feb 2018
You still have time! Stop by the #Everplans booth (#508) before the end of #T32018 to get a demo and enter to win a Nintendo Switch. #conference #giveaway
8 Feb 2018
We're giving away a Nintendo Switch at #T32018, Booth #508. Stop by to enter, and see #Everplans in action! #conference #giveaway
8 Feb 2018
Are you prepared for the $30-40 trillion assets that will move between generations over the coming decades? Don't miss The Art of Multigenerational Planning session with #Everplans Sales Director Harris Scher at 2:35pm in the Caribbean Ballroom, Salons V-VIII. #T32018
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8 Feb 2018
We're at #T32018 this morning. Stop by Booth 508 to say hi, and to enter to win a Nintendo Switch! #Everplans #conference #giveaway
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7 Feb 2018
It's official! We're working with @RaymondJames to help clients prepare for the unexpected. bit.ly/2EbT244 #Everplans
3 Jan 2018
Happy New Year! We’ll be speaking at the #T32018 conference that @fintechie and @t3techhub are hosting Feb 6-9 in Florida. Save $100 off advisor registration with this code!
21 Dec 2017
Are you going to T3 in February? We'll see you there! Merry Christmas from @fintechie and @t3techhub - save $100 off advisor registration with this code AND capture the year-end tax deduction!
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14 Dec 2017
Our advisor spotlight #webinar is starting in just a few minutes! Learn how #Everplans is helping advisor bridge the generational gap. bit.ly/2zcPezc
14 Dec 2017
Today at 2PM! Join #Everplans and @Kyle_Imhof of Clintsman Financial for a discussion on how we're helping advisor retain clients through generations. bit.ly/2jTZ2WW #webinar #advisorspotlight
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12 Dec 2017
Join us and @Kyle_Imhof of Clintsman Financial on 12/14 for a spotlight on how #Everplans is changing the way advisors interact with clients. bit.ly/2BFz0RH #webinar
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15 Nov 2017
Tonight is the night! If you're here in Chicago for #SchwabIMPACT, don't miss the #FuseParty, 9pm @Baderbrau. RSVP: bit.ly/2AL3cpU
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15 Nov 2017
Have you check out Booth 464 at #SchwabIMPACT yet? We'd love to chat! #EverplansPro #conference #multigen #planning
15 Nov 2017
We are loving #SchwabIMPACT this morning. Stop by Booth #464 to say hi and see #EverplansPro in action.
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14 Nov 2017
Look out Chicago -- we're here for #SchwabIMPACT! Find us at Booth #464 to say hi. #EverplansPro
14 Nov 2017
Coming to #SchwabIMPACT this week? Don't miss the #FuseParty on Wednesday night, 9pm at @Baderbrau. RSVP Here: bit.ly/2AF5KWQ
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8 Nov 2017
What should you bring in case you must evacuate? Our Co-CEO @abbys422 breaks it down here: goo.gl/VWRqg8 #Forbes #preplanning
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