Estate Planning Made Simple: A New Resource for Osaic Advisors

Upcoming Webinar
Date & Time: 12 PM PT / 3 PM ET, Oct 22

Join us for an exclusive online event introducing Wealth.com’s new strategic partnership with Osaic, giving Osaic advisors direct access to the industry’s leading estate planning platform. Approved across Osaic’s entire advisor base, Wealth.com has been selected as the firm’s estate planning solution, bringing modern estate planning directly into the advisor-client relationship.

What You’ll Learn:

How Osaic advisors can start using Wealth.com with their clients
Why integrating estate planning strengthens relationships and drives retention
A live demo showing the platform in action
A discussion with real advisors on how they’re using Wealth.com to enhance client conversations and grow their practice
Practical ways to introduce estate planning into everyday client interactions

Who Should Attend:
Osaic advisors seeking an effective way to offer estate planning, deepen client trust, and differentiate and grow their practice.

Save your seat today.