Discover Wealth.com: A Modern Estate and Tax Planning Platform for Advisors

Upcoming Webinar

Date & Time: March 3 at 11:30 am PT | 2:30 pm ET

Join us for an online session designed for Cerity Partners advisors who want a clearer path to offering modern, comprehensive estate and tax planning. This webinar will introduce Wealth.com, the leading estate planning platform for financial institutions. You will see how our advisor-first tools fit naturally into your existing workflows and support deeper, more durable client relationships.

This session will include a live walkthrough of the Wealth.com platform, designed to help gauge advisor interest in adopting these tools across your practice. Co-Founder and Chief Product Officer, Danny Lohrfink, will showcase key capabilities, including: