EstateCon • On-Demand Access

Welcome to the EstateCon Digital Library

Watch every main stage session on your schedule. Revisit the most impactful ideas from the premier estate planning conference, now available on demand.

From industry-defining keynotes to practical planning insights, EstateCon recordings are designed to help you sharpen your thinking, elevate client conversations, and stay ahead of what’s next.

Originally recorded January 26-28, 2026

Access the Recordings

Agenda Overview

Explore every main stage session from EstateCon. Earn CFP CE and revisit the conversations shaping the future of estate planning, on your schedule. All sessions were originally recorded live at EstateCon 2026.

Day One Sessions

1:00 PM – 1:10 PM MST
Conference Opening Remarks

1:10 PM – 2:00 PM MST
Generating Tax Alpha with Effective Asset Location (1.0 CFP CE)
Michael Kitces

2:00 PM – 3:00 PM MST
Leadership: Taking Command
Adm. William H. McRaven USN (Ret.)

3:00 PM – 3:45 PM MST
The Next Frontier of Growth: How Estate Planning Transforms the Modern Advisory Firm (.5 CFP CE)
Bruce Lee, Rick Kent, Anthony Stitch

4:00 PM – 4:45 PM MST
Finding Gems in the Ashes of the Dumpster Fire (.5 CFP CE)
Paul Lee & Dennis Stattman

Day Two Sessions

9:30 AM – 10:15 AM MST
Serving UHNW Clients Beyond Investments (.5 CFP CE)
Brian Hamburger, Jamie Hopkins, & Chris Gleason

10:15 AM – 10:50 AM MST
Money in Motion: The Great Wealth Transfer Begins with Women (.5 CFP CE)
Joanne Bradford, Kate Shackleton, Shannon Spotswood, & Kathie Chao

11:00 AM – 12:00 PM MST
The Wealth.com Keynote

7:30 PM – 8:20 PM MST
A Night of Comedy with Frank Caliendo

Day Three Sessions

9:30 AM – 10:15 AM MST
What’s An Advisor To Do?
Josh Brown & Michael Batnick

10:15 AM – 11:00 AM MST
Winning Beyond the Game
Larry Fitzgerald & Tim White

11:00 AM – 11:15 AM MST
Closing Remarks
Rafael Loureiro

Featured Speakers

Learn from industry leaders, renowned attorneys, and innovative practitioners who are shaping the future of estate planning.

Adm. William H. McRaven, USN (Ret.)
Retired U.S. Navy Four-Star admiral, Best-selling Author, and Former Chancellor of the University of Texas System
Michael Kitces
Chief Financial Planning Nerd, Kitces.com and Head of Planning Strategy, Focus Partners Wealth
Joanne Bradford
Technology, Media, and Financial Services Executive
Larry Fitzgerald
Former Professional Football Player, Investor, and Entrepreneur
Frank Caliendo
Comedian
Anne Rhodes
Chief Legal Officer, Wealth.com
Danny Lohrfink
Chief Product Officer & Co-Founder, Wealth.com
Tim White
Chief Growth Officer & Co-Founder, Wealth.com
Bruce Lee
Founder and CEO, Keebeck Wealth Management
Rafael Loureiro
Chief Executive Officer and Co-Founder, Wealth.com
Brian Hamburger
Founder, MarketCounsel and the Hamburger Law Firm
Kate Shackleton
Executive Managing Director, Mercer Advisors
Shannon Spotswood
CEO, RFG Advisory
Jamie Hopkins
Chief Wealth Officer, WSFS and Bryn Mawr Trust
Josh Brown
CEO, Ritholtz
Michael Batnick
Managing Partner, Ritholtz
Nicole McMullin
SVP of Product, Wealth.com
Rick Kent
CEO & Founder, Merit Financial Advisors
Sara Baker
EVP of Mergers & Acquisitions, Allworth Financial
Anthony Stich
Chief Marketing Officer at Moran Wealth Management
Dennis Stattman
Managing Member, Beachland Investment Management
Kathie Chao
Managing Director of Wealth Offers, Operations, and Strategy at Charles Schwab
Paul Lee
Chief Tax Strategist at Indivisible Partners