Integrate Estate Planning Seamlessly Into Your Practice

Upcoming Webinar

Join us Virtually: Oct 28 | 11 AM PT | 2 PM ET

Join us for an exclusive online event introducing Wealth.com’s new strategic relationship with WealthPlan Group. This collaboration gives WealthPlan Group advisors direct access to Wealth.com, the industry’s leading estate planning platform, purpose-built to fit naturally into how advisors work.

In this session, you’ll see how Wealth.com simplifies estate planning, helps deepen client relationships, and makes it easy to deliver comprehensive plans with confidence and efficiency.

What You’ll Learn:

How WealthPlan Group advisors can start using Wealth.com with their clients
Why offering estate planning helps strengthen relationships and increase retention
A live demo showing the platform in action
Practical ways to bring estate planning into everyday client conversations

Who Should Attend:
All WealthPlan Group advisors who want a simpler, more effective way to offer estate planning and differentiate their practice.

Save your seat today.