He is one of the chief architects of Schwab's option trading platforms and analytics tools, focusing primarily on public relations, clienteducation and product development.
With informative articles and webinars, a book that explains estate planning in plain English, and now clienteducation brochures, Deborah L. Jacobs is doing a tremendous service for the estate planning community.
In her recent webinar, Deborah L. Jacobs announced that she created clienteducation brochures that can help lawyers and financial advisers emphasize their value added as they educate clients about estate planning.