Join the Wealth.com Summer Series
We’re bringing together industry experts, CFP® CE sessions, AI insights, estate and tax planning strategies, and live product updates throughout the summer. Register for one session or join us for all six.
Learn. Earn CE. Grow Your Practice.
June 30, 2026
The foundations every advisor needs to bring estate planning into client conversations with confidence.
July 8, 2026
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.
July 14, 2026
Where AI is already reshaping advice, and how to put it to work in your practice.
July 30, 2026
Learn how the One Big Beautiful Bill Act creates new opportunities for proactive estate and tax planning, and how advisors can help clients permanently reduce lifetime taxes through thoughtful, forward-looking strategies.
August 6, 2026
How top firms turn estate planning into referrals, retention, and organic growth.
August 15, 2026
Be first to see what's next on the Wealth.com platform, unveiled live with the Product team.