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Thu, Feb 08

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Webinar - via Zoom

Free Training Event: Estate Planning - Presenting Trust Documents

Special Guests: Laura Biewer, Bill Soroka, and Jen Neitzel

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Free Training Event: Estate Planning - Presenting Trust Documents
Free Training Event: Estate Planning - Presenting Trust Documents

Time & Location

Feb 08, 2024, 5:00 PM – 6:00 PM CST

Webinar - via Zoom

About the event

Join us for an exclusive, enlightening event featuring special guests Laura Biewer, Bill Soroka, and Jen Neitzel, as we dive into the exciting world of Certified Notary Trust Delivery Agents (CNTDA). This informative session is designed for notary publics eager to expand their expertise and for anyone interested in the dynamic field of estate planning and trust documentation.

Key Learning Points:

1. Timing is Everything: Discover why the present moment is ripe with opportunities for those looking to explore the role of a Trust Delivery Agent. Learn why this field is more relevant than ever and how you can seize the moment.

2. Leveraging Your Experience: Find out how your existing skills and training as a loan signing agent provide a strong foundation for transitioning into a Certified Notary Trust Delivery Agent. We'll explore the synergies between these roles and how to build upon your current expertise.

3. Partnership Potential: Learn how completing the CNTDA program can transform your role from a contractor to a valued business partner with estate planning attorneys. We will discuss the universal applicability of this role, showing how you can make a significant impact in the estate planning field, regardless of your location.

This event is a must-attend for anyone in the notary field looking to elevate their career, diversify their services, and make meaningful connections with professionals in estate planning. Don't miss this chance to learn from the best in the industry and take your notary business to new heights!

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