Beyond Projections: Dynamic Planning for Complex Wealth with Voyant & Wealth.com
On-Demand Webinar
Today’s high-net-worth clients expect more than just static projections and generic financial plans. They want integrated, forward-thinking strategies that adapt in real time to their evolving lives, goals, and family dynamics. This joint webinar from Voyant and Wealth.com explores how leading advisors are delivering that level of service—and what it takes to stand out in today’s complex planning environment.
What You’ll Learn:
- How Voyant’s real-time scenario modeling helps advisors visualize trade-offs, project cash flow, and navigate life events with agility
How Wealth.com’s estate planning platform empowers advisors to create, analyze, and maintain modern estate plans across generations
How combining forward-looking financial planning with tech-enabled estate strategies creates deeper client engagement and retention
Use cases and planning strategies for HNW families, business owners, and multigenerational households
Live Q&A with product experts from Voyant and Wealth.com on how to bring these tools into your practice
While Voyant and Wealth.com operate as standalone platforms, together they represent a new era of planning—dynamic, digital, and deeply human. Whether you’re looking to level up client service or differentiate your firm, this replay will give you the tools and inspiration to do it.
You’ll hear from:
Trusted Estate Planning Solution for the Industry’s Leading Firms
