Estate Planning Made Simple: A New Resource for LPL 1099 Advisors
Upcoming Webinar
Date & Time: October 2 at 11 AM PT / 2 PM ET
Join us 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. Wealth.com co-founders, Chief Product Officer, Danny Lohrfink, and Chief Growth Officer, Tim White, along with LPL Financial leaders, VP, Financial Planning Success, Adam Correa, and VP, Strategic Technology Partnerships, Geoffrey Griffin, will go over the platform and how to successfully implement estate planning into your practice.
What You’ll Learn:
- How LPL 1099 advisors can start using Wealth.com with their clients
- Why offering estate planning helps deepen relationships and keep clients long-term
- A live demo showing the platform in action
- Practical ways to bring estate planning into everyday client conversations
Who Should Attend:
All LPL 1099 advisors who want a simpler, more effective way to offer estate planning and stand out with their clients.
Save your seat today.
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