Estate Planning Made Simple: A New Resource for LPL 1099 Advisors

Upcoming Webinar

Date & Time: October 1 at 11 AM PT / 2 PM ET

Join us for an exclusive online event as we unveil our new strategic relationship with LPL, offering LPL 1099 advisors direct access to Wealth.com’s industry-leading estate planning platform. As part of LPL’s affinity program, Wealth.com has been selected as their premier estate planning strategic partner.

What You’ll Learn:
  • How LPL 1099 advisors can start using Wealth.com with their clients
  • Why offering estate planning helps deepen relationships and keep clients long-term
  • A live demo showing the platform in action
  • Practical ways to bring estate planning into everyday client conversations
Who Should Attend:

All LPL 1099 advisors who want a simpler, more effective way to offer estate planning and stand out with their clients.

Save your seat today.

Geoffrey Griffin

VP, Strategic Technology Partnerships at LPL Financial

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Tim White

Co-Founder & Chief Growth Officer at Wealth.com

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