Webinar
Vanilla
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Dec 09, 2022
Death and Taxes: How advisors can use tech to enhance estate and tax...
Learn how FMB Wealth Management tackles the inevitable for clients – death and taxes – in a way that’s not only more efficient, but achieves greater outcomes. And, watch high-level demos of Holistiplan and Vanilla. Grant Blindbury details how he uses both technologies to achieve impactful results Discover how technology plays a key role in delivering differentiating value Watch product demos of Holistiplan and Vanilla
Webinar
Vanilla
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Oct 07, 2022
Estate planning and potential tax law changes
Daniel Gregoire at RightCapital is joined by Vanilla’s Co-Founder Steve Lockshin to discuss the impact of potential tax law changes on estate planning and how it can affect your most valued clients. Innovators like RightCapital allow advisors to differentiate with intuitive financial and tax planning. As Biden approaches approval for new tax law changes, advisors are expected to assist their clients by anticipating and navigating these changes. As the advisor, it’s important you have conversations with your clients to guide them on how to prepare for newer, more stringent tax regulations. The main topics of discussion include: The potential impact...
Webinar
Vanilla
•
Oct 06, 2021
Estate Planning: The last frontier of wealth management
Over the past decade, most RIAs have transitioned from an investment focus to a planning focus. But while financial planning has become table stakes for the modern advisor, estate planning remains a powerful means of differentiation. Before coming together to start Vanilla, David Hauser became Steve Lockshin’s client after selling Grasshopper for $170 million in 2015. With estate planning being the focus of the relationship, we will walk through the impact of estate planning from both the client and advisor’s perspective. With estate planning becoming more of a clear differentiator, Steve and David will discuss the current state of estate...
