What the One Big Beautiful Bill Means for Advisors and Clients (CFP® CE Eligible)
The One Big Beautiful Bill is now law. Here is what financial advisors need to know, from tax brackets to estate strategies to planning opportunities.
2 min read
Wealth.com Resources
Webinars & Videos
Explore live and on-demand sessions by estate planning experts and Wealth.com walkthroughs.
All Webinars & Video Posts
Taxes in Retirement: Planning Strategies That Protect Legacies (CFP® CE Eligible)
Join Dave Haughton J.D., and Steven Jarvis, CEO and Head CPA of Retirement Tax Services, for a tactical conversation on creating tax-smart and legacy-ready retirement plans.
2 min read
Beyond Projections: Dynamic Planning for Complex Wealth with Voyant & Wealth.com
Today’s high-net-worth clients expect more than static plans and generic solutions — they want advice that adapts to their evolving lives and legacy goals. In this joint webinar, Voyant and Wealth.com bring together two powerful perspectives on delivering dynamic, client-centric planning.
2 min read
The Ins and Outs of Gifting (CFP® CE Eligible)
As gifting strategies gain renewed focus in today’s evolving tax landscape, join Wealth.com’s Sr. Corporate Counsel, Dave Haughton, JD, CPWA®, for an in-depth webinar on navigating the complexities of tax-efficient gifting.
2 min read
How Advisors Can Harness AI to Win the Next Generation
Explore two cutting-edge WealthTech platforms, Jump and Wealth.com, and learn how advisors can supercharge their operations and modernize estate planning with AI-driven efficiency.
1 min read
How to Leave Assets Tax‑Free: Advanced Estate‑Planning Strategies (CFP® CE Eligible)
Join Dave Haughton, J.D., for a high‑impact webinar that shows advisors how to help families move wealth across generations with little or no transfer‑tax drag.
2 min read
How to Maximize the AI in Your Tech Stack
Learn how top advisors are using AI-powered tools like Zocks and Wealth.com to automate workflows, personalize client engagement, and scale their practice.
1 min read
How Top Advisors Leverage Wealth.com for Client Success
Join top financial advisors in a webinar to discover how Wealth.com enhances estate planning, streamlines workflows, and improves client relationships for greater success.
1 min read
Strategies for Integrating Life Insurance into Estate Plans
Discover practical strategies for integrating life insurance into estate plans, ensuring wealth protection, and liquidity for all clients.
1 min read
How AI Can Make Estate Planning More Human
Discover how AI enhances estate planning efficiency and trust. Join Seungwoo Son and Danny Lohfrink for insights on integrating human-in-the-loop systems for better outcomes.
1 min read
How to Keep Generational Clients: Engaging Both Spouses in Estate Planning
Learn how to engage both spouses in estate planning and advisor marketing strategies to retain generational clients and build lasting relationships.
1 min read
Introducing Scenario Builder: A Better Way to Model Estate Planning Strategies
Scenario Builder from Wealth.com lets you model, compare, and optimize strategies in real time. Quickly see how different approaches affect wealth transfer outcomes and provide smarter, data-driven recommendations.
1 min read