Outlook for Estate Planning Professionals: Practical Tips and Demo

Estate planners are always seeking to be more efficient and to provide better service to their clients. If your professional firm uses Outlook for calendaring, email and other applications this practical, non-technical webinar will provide you with useful tips that will help improve how you practice, increase your efficiency, and more. The program will primarily be a demo of Outlook tricks and tips by an IT consultant, a Certified Microsoft Outlook Expert, who specializes in advising professionals on the use of Outlook in their practices. Practical questions and discussions with the panel will highlight some of the ways Outlook can be used in practice, including non-technical practice applications that some users find helpful. Stay Ahead with Outlook: Insights into the current version of Outlook. What to expect when the new version of Outlook becomes mandatory. Master Your Calendar and Contacts: Practical tips to improve calendar and contact management. Solutions for syncing Outlook with your phone. Time-Saving Templates: Learn how to use templates to streamline repetitive tasks. Microsoft 365 Explained: Key differences between Microsoft 365 Home and Business plans. Why choosing the right plan matters for your workflow. OneDrive vs. Backup: Understand why OneDrive is a file-sharing tool, not a backup solution. Steps to verify that your email and data are backed up properly.

Speakers: Lisa Hendrickson (Phone: 612-865-4475, Email: Lisa@callthatgirl.biz), Thomas Tietz, and Martin Shenkman, Esq.

*This may constitute attorney advertising.

* No CPE, CLE, etc. is offered but a certificate of attendance will be provided.