Death and Taxes: How advisors can use tech to enhance estate and tax planning
Speakers
Grant Blindbury
Partner at FMB Wealth Management
Michael Schwoerer
Director of Business Development, Vanilla
Torie Happe
Head of Partnerships at Holistiplan
Speakers
Grant Blindbury
Partner at FMB Wealth Management
Michael Schwoerer
Director of Business Development, Vanilla
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.
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Grant Blindbury details how he uses both technologies to achieve impactful results
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Discover how technology plays a key role in delivering differentiating value
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Watch product demos of Holistiplan and Vanilla