Summer School by Vanilla Academy
This summer, embark on a learning journey with a variety of free educational, networking, and on-demand events presented by Vanilla Academy. And not to worry, we’ll throw in a little recess, too!
You bring your curiosity, and we’ll bring the subject matter expertise. Jump into the classes that are most pertinent to your role and experience level, or enroll in the entire curriculum for the chance to win a special prize. See all events below!
Webinars
The Planner & Advisor Ecosystem: Scaling Estate Planning to Every Client
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...
Serving HNW Clients: How Wealthstone Stands Out with Estate Planning & Vanilla
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...
2024 Best Practices for Foundational Estate Planning Documents: What Every Advisor Should Know
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...
Planning for the Next Gen: Navigating the Generation Skipping Transfer Tax
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...
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