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Navigating the New Era of Charitable Planning: Strategic Insights Post-OBBBA

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 […]

5 min read
Elevate Your Client Experience With Modern Estate Planning

Join us for an exclusive online event introducing Wealth.com’s new strategic relationship with Summit Financial. Learn about Wealth.com, the industry’s leading estate planning platform, purpose-built to fit naturally into how advisors work.

1 min read
Finish the Year with Confidence: Estate Planning Strategies for LPL 1099 Advisors

As the year draws to a close, it’s the ideal time to help clients finalize plans, strengthen relationships, and prepare for the year ahead. This exclusive webinar is designed to help you make estate planning a natural part of those conversations.

1 min read
Finish the Year with Confidence: Estate Planning Strategies for Every Cetera Advisor

As the year draws to a close, it’s the ideal time to help clients finalize plans, strengthen relationships, and prepare for the year ahead. This exclusive webinar is designed to help Cetera advisors make estate planning a natural part of those conversations.

2 min read
Turn Estate Planning into a Catalyst for Deeper Client Engagement

Join Wealth.com and Advisors Excel for an exclusive session designed to help you make estate planning a seamless part of every end-of-year conversation.

2 min read
A New and Improved Way to Build Reports

We’re excited to introduce a faster, more intuitive way to build reports inside Wealth.com. This 30-minute product session, hosted by Charlotte Young, will walk you through enhancements designed to make reporting more efficient and insightful for your firm.

2 min read
Lead with Estate Planning, Powered by Wealth.com

Calling all Singletrack Financial advisors! Learn about the recently approved estate planning platform, and how you can use it to engage clients, prospects, and the next-gen.

1 min read
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 […]

1 min read
Estate Planning Made Simple: A New Resource for Osaic Advisors

Join us for an exclusive online event introducing Wealth.com’s new strategic partnership with Osaic, giving Osaic advisors direct access to the industry’s leading estate planning platform.

2 min read
Wealth.com Walkthrough: Discover the Future of Estate Planning Technology

Dive into the industry’s leading estate planning software for financial advisors and firms. Learn how to turn estate planning into a relationship builder, revenue generator, and retention tool, all from one seamless platform. 

1 min read
Estate Planning Made Simple: A New Resource for LPL 1099 Advisors

Join Wealth.com for an exclusive online event as we unveil our new strategic relationship with LPL, offering LPL 1099 advisors direct access to Wealth.com’s industry-leading estate planning platform. As part of LPL’s affinity program, Wealth.com has been selected as their premier estate planning strategic partner.

2 min read

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