Webinars & Videos
Lead with Estate Planning, Powered by Wealth.com
Upcoming Webinar
Date & Time: October 2 at 1 AM PT / 4 PM ET
Wealth.com will present the recently approved estate planning platform, highlighting how advisors are using estate planning to proactively engage clients, prospects, and next-gen family members, ultimately driving stronger outcomes and business growth.
EverSource Wealth Advisors is partnering with Wealth.com to secure the most competitive pricing. Your participation and feedback will be key in helping us lock in the best possible rates for our advisors.
What You’ll Learn:
- How to start using Wealth.com to elevate your client experience
- Why offering estate planning helps deepen relationships and keep clients long-term
- A live demo showing the platform in action
- Practical ways to bring estate planning into everyday client conversations
Who Should Attend:
All Eversource Wealth Advisors who want a simpler, more effective way to offer estate planning and stand out with their clients.
Save your seat today.
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