Webinars & Videos

In this session, we’ll explore how leading advisors use estate planning to differentiate their brand, create more meaningful client conversations, increase referrals, and strengthen multi-generational relationships.

Join the Wealth.com team for an exclusive first look at the latest innovations across estate planning, tax planning, and AI.

In this session, we’ll break down how advisors can build simple, repeatable workflows that turn tax planning into a scalable, high-impact part of the client experience.

AI is in every pitch deck advisors see. Show where AI is genuinely changing how advisors work today, where it’s still vapor, and how to evaluate AI tools without becoming a part-time engineer.

AI is in every pitch deck advisors see. Show where AI is genuinely changing how advisors work today, where it’s still vapor, and how to evaluate AI tools without becoming a part-time engineer.

Join Wealth.com and AcquireUp to learn how top advisors are using estate planning seminars to create more meaningful client conversations and drive organic growth.

In this webinar, we’ll show how advisors can bridge the gap between documents and real-world readiness, bringing structure, clarity, and coordination to the estate planning process without adding complexity for clients or your practice.

Join David DeCelle, Co-Founder and Chief Partnership Officer at WealthReach, Michael Barrasso, Co-Founder & CEO of WealthReach, and Eva Deniz, Regional Manager at Wealth.com for a walkthrough of how advisors are turning digital engagement into real client opportunities, and closing the loop with seamless estate planning.

Join us for an exclusive look at Wealth.com’s new Tax Planning solution and see how forward-thinking advisors are turning proactive tax planning into a scalable, revenue-driving service.

Join Jamie Hopkins, Chief Wealth Officer at WSFS and Bryn Mawr Trust, for a CE session on how financial advisors can use visual tools to deepen engagement, improve communication, and drive better retirement outcomes.

Learn from Emily Rassam how to bring massive value and impact to more clients in a scalable way using Wealth.com. We’ll walk through how to design an estate planning experience that feels clear and empowering for clients, while also being efficient, repeatable, and team-friendly behind the scenes.

See how the Wealth.com + Jump AI integration captures key insights from client meetings and automatically connects them to estate planning tasks, documents, and next steps.