Vanilla Webinars

Vanilla

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May 09, 2026

Most advisors didn’t set out to become technology adopters. They set out to serve clients well. Over the past two years though, the teams doing the best work have quietly overhauled how they operate, and it has changed what they’re able to deliver to clients. The advisors pulling ahead have made deliberate choices about how they work, and this conversation gets into the specifics. In this webinar, Laura Jogani, Vanilla’s Head of UHNW & Family Office Sales, sits down with Micah Adams of Cain Watters & Associates and Jamie Scott of True North to hear what’s changed in their practices,...

Vanilla

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Apr 21, 2026

Product Marketing Specialist, Jessica Lantz, shares everything Vanilla released in January, February, March, and April — including CLAT/CRUT modeling in Scenarios, V/AI Source Tracking across full estate summaries, the Interactive Estate Diagram, a rebuilt Addepar integration, and more.

Vanilla

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Mar 20, 2026

In this session, Jennifer Raess, JD, CFP®, CLU®, Associate General Counsel at Vanilla, breaks down the permanent estate and gift tax changes under the One Big Beautiful Bill Act (OBBBA), the shift toward income tax efficiency as the primary planning lever for many HNW clients, and a practical spring estate plan audit framework advisors can use with clients this month. What we’ll cover: What the OBBBA permanently changed and and which client plans may now be outdated or counterproductive Why income tax efficiency has become the primary planning lever for many HNW clients in 2026 How to use the annual...

Vanilla

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Jan 26, 2026

What do clients really want from estate planning, and their advisors? Vanilla’s third annual State of Estate Planning survey of 1,000 U.S. consumers reveals shifting expectations around legacy, wealth transfer, and the role advisors play in these deeply personal conversations. What we’ll cover: Why 80% of clients now expect estate planning as part of their advisor’s offering The gap between intention and action—and where advisors can step in How the gender gap in estate planning represents an untapped opportunity What clients actually want from AI-assisted planning (hint: it’s not replacement) How to position estate planning conversations around values, not just...

Vanilla

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Jan 05, 2026

Running a successful advisory practice isn’t just about having great planners—it’s about building systems and processes that enable those planners to deliver exceptional client experiences consistently and efficiently. At Verdence Capital Advisors, a $5B+ RIA, Sarah Mouser has spent over a decade developing comprehensive approaches to financial planning that go beyond individual expertise to create scalable, systematic client service. Join us to hear how Sarah, a sought-after speaker at Barron’s, FPA National Conferences, and other industry events, thinks about practice management, technology integration, and building planning processes that support growth. Together with Vanilla’s Sarah Marriott, Sarah will discuss: The evolution...

Vanilla

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Nov 18, 2025

This year has been transformative for Vanilla and the advisors we serve. From major product launches to key milestones that strengthened our position as the category-creating estate planning platform, we’ve continued our mission to make comprehensive estate planning accessible and scalable for advisors across all wealth segments. Gene and Sam will walk through: The innovations we shipped in 2025 and what they mean for your practice The moments that defined our year and reinforced our market leadership What’s coming next in 2026 and how we’re building toward the future of estate planning technology We’ll reserve plenty of time for Q&A,...

Vanilla

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Oct 16, 2025

Join industry thought leaders Michael Kitces and Steve Lockshin for a live fireside chat and Q&A on Nov. 13th. They’ll unpack the evolving landscape of financial advice—from the realities of advisor productivity to the enduring importance of estate planning. In an era where advisors are expanding their services and redefining value, Kitces and Lockshin will explore what it really takes to move upmarket, scale efficiently, and deliver deeper client impact. Drawing on decades of experience, they’ll separate myth from reality around fee compression, discuss how holistic planning drives growth, and highlight why estate planning remains a cornerstone of exceptional client...

Vanilla

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Oct 09, 2025

In a crowded marketplace of advisory firms, going the extra mile for clients can be the difference between multi-generational retention and losing out to competitors.  At Robertson Stephens, Mallon FitzPatrick is prioritizing client success and satisfaction through white glove estate planning services supported by Vanilla.  Join us to hear how Mallon, who was recently named a Finalist for Thought Leader of the Year in the ThinkAdvisor Luminaries, is driving long-term success for Robertson Stephens through strategic differentiation and client centricity.  Together with Vanilla’s Laura Jogani, Mallon will discuss:  The framework behind Robertson Stephens’ differentiated approach to planning and what sets...

Vanilla

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Aug 22, 2025

Life insurance is a critical aspect of any client’s estate plan, no matter their age or wealth-level. But how exactly does life insurance fit into a client’s broader estate and financial picture, and how can advisor support this aspect of planning? Join Vanilla and Allianz for a webinar exploring the intersection of estate planning and life insurance, where we’ll cover what advisors need to know about life insurance planning. Topics will include: How life insurance fits into the estate plan, including liquidity, tax efficiency, wealth transfer Term vs. permanent insurance, and which makes sense for clients Common mistakes when life...