Webinars & Videos

A Modern Approach to Estate Planning with Wealth.com

Upcoming Webinar

June 10 at 11 AM PT | 2 PM ET

Join us for an exclusive kickoff session built for Northwestern Mutual advisors, marking the official launch of the Wealth.com estate planning platform to your firm.

In this session, you’ll get a first look at how Wealth.com is transforming estate planning for advisors and their clients. We’ll walk through the platform end-to-end and run a live demo so you can see exactly how Wealth.com fits into your practice. From streamlining document creation to deepening household conversations, you’ll learn how to bring modern, scalable estate planning to every client relationship — without adding complexity to your workflow.

What You’ll Learn:

Why estate planning is the next frontier for Northwestern Mutual advisors: Understand how estate planning is evolving from a one-time event into a continuous, advisor-led discipline, and why now is the moment to lead with it.
How the Wealth.com platform works in practice: See a live, end-to-end demo of the platform, including document creation, visualization tools, and the workflows your peers are using to deliver a family office experience at scale.
How to put Wealth.com to work in your practice on day one: Walk away with a clear understanding of how to integrate Wealth.com into your client conversations, identify planning gaps across your book, and turn estate planning into a growth engine for your business.

Reserve your spot today.