Vanilla Webinars and Videos

Keep up with industry trends and feature releases with financial and estate planning webinars and videos

Vanilla
May 10, 2024

Legacy Now Spring 2024

Legacy Now, the premier virtual estate planning event for advisors, attorneys, and planners, hosted by Vanilla.

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Webinar

Webinars

Webinar

Vanilla

May 10, 2024

The Role of Life Insurance in Estate Planning

Explore how permanent life insurance can support a holistic estate plan Insurance and estate planning go together like peanut butter and jelly. Both planning instruments require a complete view of your client’s total financial picture. And, when used together, they can help clients achieve peace of mind while also helping them preserve generational wealth.  Watch on-demand to learn:  Insurance use cases for mass affluent and high-net-worth clients How life insurance can help mitigate estate taxes.  Best practices to build and present a complete view of the estate to clients to explain different insurance strategies.  

Webinar

Vanilla

Apr 29, 2024

Estate Planning for Multi-Family Offices

Serving and scaling HNW families comes with an array of challenges. When it comes to organizing and presenting the families entire wealth with an integrated estate plan, MFOs need a better way. Join Gary Hirschberg, CEO of Aaron Wealth Advisors, and Jim Sinai, CMO of Vanilla, as they discuss how MFOs can guide clients through estate planning. Their conversation will touch best practices for handling some of the key challenges modern MFOs face, including: Organizing complex data: Bringing together various types of family, financial, and estate information and keeping it up to date Distilling information for clients: Providing a digestible summary...

Webinar

Vanilla

Mar 19, 2024

Legacy Now Spring 2024

This Spring’s Legacy Now packed an entire summit’s worth of thought-leadership content into just 1.5 hours — so you’ll come away with high-impact, actionable insights. For the first time, we showcased a variety of different panels with subject matter experts, highlighting key learnings in different arenas of finance and estate planning, including: Panel 1: Innovative approaches to opening doors to new and 2nd-gen clients Panel 2: Scaling estate planning to every advisor in the org Panel 3: How T&E attorneys are ramping up for the 2026 exemption sunset Keynote: Building a Legacy with 2x NBA champion Shane Battier and his...

Webinar

Vanilla

Mar 12, 2024

Inside the 2024 Estate Planning Playbook & AMA with Steve Lockshin

Estate planning is an essential pillar of holistic financial advice — but the complexity of it can feel daunting to many advisors. In this webinar, we take you step-by-step through how to incorporate estate planning into your practice, using top advisor Steve Lockshin’s own playbook. And we delve into new developments in 2024 you’ll want to keep an eye on as you strategize. In this webinar, you’ll also see an exclusive Q&A session with two industry leaders: Steve Lockshin, co-founder of Vanilla and AdvicePeriod, and Arielle Lederman, a senior wealth advisor, strategist, and former estate attorney.  You’ll come away with: ...

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