Elevate Your Client Experience With Modern Estate Planning

Upcoming Webinar

Date & Time: December 9 | 10 am PT | 1 pm ET

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.

In this session, you’ll see how Wealth.com simplifies estate planning, helps deepen client relationships, and makes it easy to deliver comprehensive plans with confidence and efficiency.

What You’ll Learn:

Real-World Application: How advisors are using Wealth.com to simplify estate planning discussions and create new value for clients.
Client Engagement: How to use estate planning as a conversation starter for retention, referrals, and growth.
Live Demo: A walkthrough of key features that enhance collaboration between advisors, clients, and their legal teams.

Who Should Attend:
All Summit Financial advisors who want a simpler, more effective way to offer estate planning and differentiate their practice.

Save your seat today.