EstateCon • Virtual Access

Complimentary Digital Pass for EstateCon

Join every main stage session from anywhere. Experience the premier estate planning conference from the comfort of your office.

January 26-28, 2026 • Live Stream

Watch Live Stream

Live Stream

Watch main stage sessions live as they happen. All sessions will be available here during the conference.

Agenda Overview

Unlock insights across 50+ sessions, earn 15+ hours of CFP CE, and connect with industry visionaries shaping the future of estate planning.

Monday, January 26th

1:00 PM – 1:15 PM
Conference Opening Remarks

1:15 PM – 2:00 PM
Generating Tax Alpha with Effective Asset Location
Michael Kitces

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

3:15 PM – 4:00 PM
The Next Frontier of Growth: How Estate Planning Transforms the Modern Advisory Firm
Samantha Russell, Bruce Lee, Rick Kent

4:00 PM – 4:45 PM
Finding Gems in the Ashes of the Dumpster Fire
Paul Lee & Dennis Stattman

Tuesday, January 27th

9:30 AM – 10:00 AM
Serving UHNW Clients Beyond Investments
Brian Hamburger, Jamie Hopkins, & Chris Gleason

10:15 AM – 10:50 AM
Money in Motion: The Great Wealth Transfer Begins with Women
Joanne Bradford, Kate Shackleton, Shannon Spotswood, & Kathie Chao

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

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

Wednesday, January 28th

9:30 AM – 10:15 AM
Google AI Session

10:15 AM – 10:50 AM
Winning Beyond the Game
Larry Fitzgerald & Tim White

10:50 AM – 11:00 AM
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
  • Samantha Russell
    Chief Evangelist, FMG
  • 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
  • Brian Hamburger
    Founder, MarketCounsel and the Hamburger Law Firm
  • Shannon Spotswood
    CEO, RFG Advisory
  • Jamie Hopkins
    Chief Wealth Officer, WSFS and Bryn Mawr Trust
  • Rafael Loureiro
    Chief Executive Officer and Co-Founder, Wealth.com
  • Kate Shackleton
    Executive Managing Director, Mercer Advisors
  • Matt Gottshall
    Financial Planner, Balanced Wealth Group

Our Sponsors

EstateCon is made possible by the generous support of our industry partners.

Bryn Mawr Trust
Goldman Sachs
Legacy Planning Group
Zocks
SS&C
St. Jude Children's Research Hospital
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On Demand Sessions

Missed a session? All main stage presentations will be available here for on-demand viewing after the conference concludes.

Session recordings will be available starting January 29, 2026
EstateCon Opening Remarks
Tim White & Anne Rhodes

Generating Tax Alpha with Effective Asset Location
Michael Kitces

Leadership: Taking Command
Admiral William McRaven

The Next Frontier of Growth: How Estate Planning Transforms the Modern Advisory Firm
Samantha Russell
Serving UHNW Clients Beyond Investments
Brian Hamburger & Jamie Hopkins
Money in Motion: The Great Wealth Transfer Begins with Women
Joanne Bradford & Kate Shackleton
The Wealth.com Product Keynote
Tim White, Danny Lohrfink, Rafael Loureiro, & Anne Rhodes

Winning Beyond the Game: A Fireside Chat with Larry Fitzgerald
Larry Fitzgerald & Tim White