Webinars & Videos

From Invite to Action: Getting Started on Your Estate Plan

Upcoming Webinar

September 15 at 11:00 AM PT | 2:00 PM ET

You’ve been invited to start your estate plan, but an invite sitting in your inbox doesn’t protect anyone.

Join Lisa Hendrix Weigel and Eleanor Jacobs from Wealth.com for a live walkthrough of exactly how to go from invite to action:

→ What your advisor has already set up for you
→ How long it actually takes (spoiler: less than you’d guess)
→ What questions come up and how to answer them with confidence
→ Why finishing now protects the people you love most

This isn’t a sales pitch. It’s a simple, guided next step with two experts ready to answer your questions live and help you accept your invite and start drafting on the spot.

From invite to action, let’s get you there.

Reserve your spot today.