Webinars & Videos

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.

Learn how top advisors are using AI-powered tools like Zocks and Wealth.com to automate workflows, personalize client engagement, and scale their practice.

Join top financial advisors in a webinar to discover how Wealth.com enhances estate planning, streamlines workflows, and improves client relationships for greater success.

Discover practical strategies for integrating life insurance into estate plans, ensuring wealth protection, and liquidity for all clients.

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.

Learn how to engage both spouses in estate planning and advisor marketing strategies to retain generational clients and build lasting relationships.

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.

Join Dave Haughton, J.D., and Eva Deniz, Regional Sales Manager at Wealth.com, for a practical discussion on simplifying trust funding and guiding clients through every step.