Webinars & Videos

Turning Estate Planning Into a Continuous Client Conversation

Upcoming Webinar

August 18 at 9:00 AM PT | 12:00 PM ET

There’s never a bad time to help clients finalize their plans, strengthen relationships, and prepare for what’s ahead. This exclusive webinar is designed to help you make estate planning a natural, ongoing part of those conversations.

Wealth.com VP of Product Strategy, David Thompson, will share practical, proven strategies for using digital estate planning to elevate client engagement and streamline your review process — any time of year. Learn how to bring greater efficiency, clarity, and value to every relationship, all year long.

What You’ll Learn:

Real-World Application: How advisors are using Wealth.com to simplify estate planning discussions and create new value for clients.
Client Engagement: How to use estate planning as a conversation starter for retention, referrals, and growth.
Live Demo: A walkthrough of key features that enhance collaboration between advisors, clients, and their legal teams.

Reserve your spot today.