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The charitable planning landscape is undergoing a significant transformation with the enactment of the One Big Beautiful Bill Act (OBBBA). Signed into law on July 4, 2025, with most provisions taking effect on January 1, 2026, this legislation fundamentally reshapes how donors and advisors must approach philanthropic goals. The “Double Whammy” for High Earners For […]

Join us for an exclusive look at Wealth.com’s new Tax Planning solution and see how forward-thinking advisors are turning proactive tax planning into a scalable, revenue-driving service.

Join us for an exclusive online event designed for Thurston Spring Advisors to explore how estate planning can power growth, deepen client relationships, and accelerate value delivery.

Join us for an exclusive online event as we unveil our new strategic relationship with LPL, offering LPL W2 advisors direct access to Wealth.com’s industry-leading estate planning platform.

Join us for an exclusive online event as we unveil our new strategic relationship with LPL, offering LPL W2 advisors direct access to Wealth.com’s industry-leading estate planning platform.

Join us for an exclusive online event as we unveil our new strategic relationship with LPL, offering LPL W2 advisors direct access to Wealth.com’s industry-leading estate planning platform.

Join us for an exclusive online event as we unveil our new strategic relationship with LPL, offering LPL W2 advisors direct access to Wealth.com’s industry-leading estate planning platform.

Join us for an online event designed for Western Wealth financial advisors to learn about Wealth.com, the industry’s leading estate planning platform, purpose-built to fit naturally into how advisors work.

In this session, Osaic advisors will learn why estate planning has become a core growth driver, how to position it as a differentiator, and how top advisors are embedding planning into client workflows (CFP CE credit eligible).