Estate Planning Simplified: A Strategic Advantage for LPL Advisors

On-Demand Webinar

Join us for an exclusive virtual session exploring our strategic partnership with LPL and how LPL W-2 and 1099 advisors can access Wealth.com’s industry-leading estate planning platform.

Wealth.com Head of Client Success Sarah Tucker, Director of Product Engagement & Enablement Charlotte Young, and Enterprise Account Manager Kari Abe will walk through the platform and share practical guidance on successfully integrating estate planning into your practice.

What You’ll Learn:

How LPL advisors can begin using Wealth.com with their clients
Why offering estate planning strengthens client relationships and drives long-term retention
A live demo of the platform in action
Practical ways to incorporate estate planning into everyday client conversations

Estate planning is one of the most meaningful ways to deliver value to clients. Don’t miss this opportunity to see how simple and impactful it can be with Wealth.com.

Get the replay today.