Vanilla Webinars

Vanilla

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Apr 24, 2025

Despite controlling over half the personal wealth in the U.S., women are still too often excluded from meaningful financial and estate planning conversations. Advisors may unintentionally overlook their female clients—particularly the spouses of primary account holders—poentially resulting in a loss of trust and, ultimately, business. In fact, the majority of widows leave their financial advisors within a year of their husband’s passing, costing firms both relationships and assets under management. Join us for a timely and candid conversation with Patti Brennan, CFP®, CFS, CEO of Key Financial, Inc., and author of the newly released book Am I Going to Be...

Madison Eubanks

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Apr 21, 2025

Firms that integrate smart technologies and prioritize collaborative planning position themselves to deliver deeper insights, expedite planning processes, and offer scalable personalization, all while keeping advisors central to client relationships. Embracing advancements like this is imperative for staying competitive in the rapidly evolving wealth management landscape.  Conversely, neglecting such innovations can lead to diminished client satisfaction, reduced operational efficiency, and a weakened competitive stance in the market.  This webinar, featuring speakers from Vanilla and eMoney, covers:  The growing trend of collaborative planning which fosters better communication, trust, and satisfaction  A behind-the-scenes look at how advisors are using integrated tools that...

Vanilla

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Apr 16, 2025

As advisors well know, periods of market volatility can elicit anxiety, frustration, and lots of questions from clients. These moments of instability are the time for advisors to lean in, calmly and confidently helping clients navigate through uncertainty.  Rather than hunkering down to wait out the storm, savvy advisors can pivot to other planning opportunities during times like these. In this webinar, Vanilla’s experts will draw on their years of industry experience to share tips for navigating market volatility, like:  Think about asset protection Focus on the long-term planning goals Look beyond investing to more holistic planning Optimize tax efficiency...

Vanilla

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Mar 11, 2025

More and more clients are seeking holistic financial planning from their advisors, rather than just investment advice. According to Vanilla’s 2025 State of Estate Planning survey, 8 in 10 people expect estate planning to be incorporated into their financial advisor’s offerings in some way. The data plainly shows that advisors who want to remain competitive need to offer estate planning—but getting started can seem daunting.  In this webinar, Vanilla’s experts will dive into practical, bite-sized ways advisors can begin to fold estate planning into their firm’s services. They’ll discuss topics and considerations like: How to determine the scope of estate...

Vanilla

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Feb 11, 2025

As the wealth management industry evolves, client expectations around advisory services are shifting, particularly regarding cost transparency, technology, and advisor performance. As clients seek a more integrated approach to financial planning, it becomes clear that the role of the advisor is expanding beyond investment management. Advisors who can offer value-driven services, including holistic estate planning with clear fee structures, will be better positioned to meet the needs of today’s more discerning clients. In this webinar, we’ll walk through some of the key findings from our survey of 1,000 consumers on the state of estate planning in 2025, with commentary and...

Vanilla

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Oct 30, 2024

FMB Wealth Management’s Grant Blindbury, CFP® and John D’Anna, CFP® of Hirtle, Callaghan & Co., share their first-hand insights on using Vanilla day to day. Hear how these cutting-edge firms are using Vanilla to simplify the estate planning process, drive loyalty with a modernized experience, offer more holistic financial advice, and more.

Vanilla

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Oct 30, 2024

Vanilla CEO Gene Farrell walks us through the future vision of Vanilla and estate advisory technology.

Madison Eubanks

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Oct 01, 2024

In estate planning, gifting and charitable funds can serve many purposes: not only are they a way to impart assets to beneficiaries like charities and family members, they can also be mechanisms for reducing income and estate taxes for the giver.  In this webinar with Vanilla and UI Charitable Advisors, you’ll learn approaches to charitable giving, non-charitable gifting, Donor Advised Funds, annuities and more that allow clients to meet their tax and planning goals while benefiting their chosen people and causes. Topics covered in the webinar include:  The different types of charitable strategies, and the benefits of incorporating them in...

Vanilla

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Sep 17, 2024

In this webinar, hosted by Erica Ellis, Vanilla Product Counsel, advisors will learn the key components of revocable trusts. The session will focus primarily on sub-trusts and how they can be used to address the needs of a client and their particular estate planning goals. Sub-trusts can provide a range of benefits including creditor protection or protection from divorcing spouses, post-death management of assets, multi-generational legacy creation, and more. You’ll learn:  What constitutes a sub-trust, and how they work How sub-trusts can offer benefits like asset protection, tax planning, and more The practicalities of how sub-trusts function in different situations...