Vanilla Webinars and Videos

Vanilla

•

Aug 26, 2024

AI is shifting how business is done in profound ways, but what does that mean for an industry that historically has placed a premium on personal one-on-one relationships? Will AI dilute the client/advisor connection? Or can it actually help advisors get even more personal and tailored with a larger book of business?  We are pleased to bring together three C-suite technology and wealth management leaders to discuss the current landscape of AI and the potential it holds to evolve the industry. They’ll discuss: The current state of AI. What’s actually possible in wealth management today–right here, right now How advisors...

Vanilla

•

May 29, 2024

For wealth management firms of all shapes and sizes, offering estate planning services for your clients is a proven way to grow your business and build long-term relationships.  Often, advisors are in the perfect position to initiate estate planning conversations, but lack the knowledge, confidence, or resources to do so.  In this on-demand webinar, planners share how they enable and empower advisors to initiate estate planning conversations with clients, including:  Providing educational resources and learning opportunities Optimizing certain internal systems for better efficiency and scalability Implementing technology that supports advisors, clients, and the entire firm

Vanilla

•

May 29, 2024

In a crowded marketplace, how can small firms stand out among the competition? Wealthstone Private Wealth Management has cracked the code.  Watch on-demand to hear from Zak Gardezy, CFP, on how he uses sophisticated estate advisory practices to delight his high net-worth client base and build lasting relationships at Wealthstone. This interview-style webinar will dive into:  Best practices for bringing estate planning to high net-worth clients The key Vanilla features Wealthstone leverages day-to-day Why offering estate planning is an effective way to differentiate your firm

Vanilla

•

May 29, 2024

As a financial advisor, you don’t need to know how to draft legal documents like trusts and wills yourself – but understanding the basics of how they work and flags to look out for is important. This foundational understanding can enable you to add huge value for your clients. In this webinar, you’ll learn: the building blocks of quality estate planning documents the role templated docs can play in modern estate planning how Vanilla document builder can deliver clients top-notch, flexible trusts and more Prior to founding Accelerant Law, Dana practiced in the Trusts & Estates and Private Client Services...

Vanilla

•

May 29, 2024

At the most basic level, the Generation Skipping Transfer Tax (GSTT) is a federal tax that applies to transfers of property or wealth that skip a generation. But who, exactly, does this tax apply to, and why does it exist at all? In this webinar, Jenny Raess and Patrick Carlson, members of Vanilla’s Product Counsel, host an educational, CE-eligible session on what advisors need to know about the GSTT, how it might affect clients, and to approach the tax in estate planning. They’ll be joined by Boyd Butler, Principal Product Manager, who will show how Vanilla determines GSTT liability and...

Vanilla

•

May 10, 2024

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.  

Vanilla

•

Apr 29, 2024

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...

Vanilla

•

Apr 26, 2024

A panel discussion with Beverly Hills Private Wealth cofounder Lisa Westermark and Premier Path Wealth Partners COO Derek Wittjohann.

Vanilla

•

Apr 26, 2024

A panel discussion with Baird – Private Wealth Management VP and senior estate planner Rick Holman on scaling planning at your firm.