Death and Taxes: How advisors can use tech to enhance estate and tax planning

Speakers

grant-blindbury

Grant Blindbury

Partner at FMB Wealth Management

Michael Schwoerer

Michael Schwoerer

Director of Business Development, Vanilla

Torie Happe

Torie Happe

Head of Partnerships at Holistiplan

Speakers

grant-blindbury

Grant Blindbury

Partner at FMB Wealth Management

Michael Schwoerer

Michael Schwoerer

Director of Business Development, Vanilla

Torie Happe

Torie Happe

Head of Partnerships at Holistiplan

Dec 09, 2022
57 min

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

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