Death and Taxes: How advisors can use tech to enhance estate and tax planning
Speakers
![grant-blindbury](https://www.justvanilla.com/wp-content/uploads/2023/01/grant-blindbury.png)
Grant Blindbury
Partner at FMB Wealth Management
![Michael Schwoerer](https://www.justvanilla.com/wp-content/uploads/2023/01/ms.png)
Michael Schwoerer
Director of Business Development, Vanilla
![Torie Happe](https://www.justvanilla.com/wp-content/uploads/2023/01/th.png)
Torie Happe
Head of Partnerships at Holistiplan
Speakers
![grant-blindbury](https://www.justvanilla.com/wp-content/uploads/2023/01/grant-blindbury.png)
Grant Blindbury
Partner at FMB Wealth Management
![Michael Schwoerer](https://www.justvanilla.com/wp-content/uploads/2023/01/ms.png)
Michael Schwoerer
Director of Business Development, Vanilla
![Torie Happe](https://www.justvanilla.com/wp-content/uploads/2023/01/th.png)
Torie Happe
Head of Partnerships at Holistiplan
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
Ready to get started?