Finish the Year with Confidence: Estate Planning Strategies

Upcoming Webinar

Date & Time: Friday, December 11 | 10 am PT | 1 pm ET

As the year draws to a close, it’s the ideal time to help clients finalize plans, strengthen relationships, and prepare for the year ahead. This exclusive webinar is designed to help you make estate planning a natural part of those conversations.

Wealth.com VP of Product Strategy, David Thompson, will share practical, proven strategies for using digital estate planning to elevate client engagement and streamline end-of-year reviews. Learn how to bring greater efficiency, clarity, and value to every relationship before you turn the page to 2026.

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.

Reserve your spot today.