Webinars & Videos

Join us for an exclusive look at Wealth.com’s new Tax Planning solution and see how forward-thinking advisors are turning proactive tax planning into a scalable, revenue-driving service.

Join Jamie Hopkins, Chief Wealth Officer at WSFS and Bryn Mawr Trust, for a CE session on how financial advisors can use visual tools to deepen engagement, improve communication, and drive better retirement outcomes.

Learn from Emily Rassam how to bring massive value and impact to more clients in a scalable way using Wealth.com. We’ll walk through how to design an estate planning experience that feels clear and empowering for clients, while also being efficient, repeatable, and team-friendly behind the scenes.

See how the Wealth.com + Jump AI integration captures key insights from client meetings and automatically connects them to estate planning tasks, documents, and next steps.

Following our major product announcement, we’re pulling back the curtain for a “behind-the-scenes” technical demo. Join members of the Wealth.com Tax Planning team as they demonstrate how we’ve unified tax intelligence with estate execution.

See how the Wealth.com + Zocks integration connects meeting insights directly to estate planning workflows, so nothing gets lost and every conversation moves planning forward.

In this session, advisors will learn why estate planning has become a core growth driver, how to position it as a differentiator, and how top advisors are embedding planning into client workflows (CFP CE credit eligible).

Wealth.com is pleased to announce a direct integration with Advyzon, the all-in-one wealth management platform trusted by more than 2,000 financial advisors nationwide. Join Advyzon President Kartik Srinivasan and Wealth.com Product Owner Gus Merrell for a live walkthrough of the two platforms and how to make them part of your firm’s daily process.

In this exclusive session, learn how top advisors integrate Wealth.com into their client experience to make estate planning a seamless part of their advisory process.

Calling all EverSource Wealth Advisors! Learn about the recently approved estate planning platform, and how you can use it to engage clients, prospects, and the next-gen.

The One Big Beautiful Bill is now law. Here is what financial advisors need to know, from tax brackets to estate strategies to planning opportunities.

Join Dave Haughton J.D., and Steven Jarvis, CEO and Head CPA of Retirement Tax Services, for a tactical conversation on creating tax-smart and legacy-ready retirement plans.