Estate Planning Made Simple: A New Resource for LPL W2 Advisors

On-Demand Webinar

Join us for an exclusive online event as we unveil our new strategic relationship with LPL, offering LPL W2 advisors direct access to Wealth.com’s industry-leading estate planning platform. Wealth.com co-founders, Chief Product Officer, Danny Lohrfink, and Chief Growth Officer, Tim White, along with Wealth.com leaders Sarah Tucker, Lea Witt, and Sara Blandford, will go over the platform and how to successfully implement estate planning into your practice.

What You’ll Learn:

How LPL W2 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 W2 advisors who want a simpler, more effective way to offer estate planning and stand out with their clients.

Catch the replay now.