Vanilla Webinars and Videos

Daniel Brockley

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Jun 11, 2023

Vanilla co-founder Steve Lockshin discusses the inspiration for Vanilla and how it can help advisors enhance their offerings and build their businesses.

Vanilla

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Sep 26, 2023

Welcome back to Legacy Now. On Oct 19th we shared the latest innovation and enhancements to the Vanilla Estate Advisory Platform. Together with our customers, we are redefining how financial advisors, wealth planners, attorneys and their clients approach one of the most important parts of each clients’ lives: their legacy. In this virtual launch event: Vanilla CEO Gene Farrell shares our view on the future of estate planning and advisory. We discussed the role technology and AI will play in transforming estate planning. Special guests discussed how they are preparing for the 2026 Exemption Sunset. Product experts presented the new...

Vanilla

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Sep 06, 2023

Join three leaders in finance, technology and law as they uncover insights from a new research report on where finance and estate planning stand today – and where they are going in the future. They’ll explore how advisors can future-proof their business by embracing estate advisory. This webinar will unpack the research data, including client opinions, values, and biases related to a range of estate planning topics. Attendees will hear panelists share their expert perspectives on:  Why estate advice requires intimate, difficult conversations and presents unique opportunities to deliver differentiated advice. How advisors can use estate planning to foster trust...