The best planning opportunities rarely show up on a dashboard. They show up in conversation. A client mentions they’re thinking about selling the business. Another says they want to do more for the kids. A third is asking about charitable giving before December. Each one is a signal. Most of them get lost between the meeting and the follow-up.
Join Wealth.com and Jump for a practical look at what advisors are hearing from clients right now, and how to turn those moments into tax and estate planning action before year-end.
We’ll cover the signals worth acting on:
- Charitable giving and Roth conversions
- Beneficiary changes and trust funding
- Family gifting
- Business and liquidity events
Then we’ll walk through how AI helps advisors move from conversation to completion:
- Spot the planning opportunity
- Analyze what it means for the client
- Coordinate the right next steps
- Get it finalized
You’ll leave with a clearer view of which conversations to prioritize this season, and a more repeatable way to turn them into plans that get done.
Register today.
