Legacy Now Spring 2024
Speakers
Shane Battier
2x NBA Champion, Philanthropist, Investor
Bill McNabb
Former Chairman and CEO, Vanguard
Steve Lockshin
Founder, Vanilla
Lisa Westermark, ChFC®
Senior Vice President & Co-Founder, Beverly Hills Private Wealth
Derek Wittjohann CPWA®, CFP®
Chief Operating Officer, Partner, Premier Path Wealth Partners
Kevin Donovan JD
Partner, Founder, The Art of Planning
Rick Holman JD, CFP®, CLU®
Vice President and Senior Estate Planner, Baird – Private Wealth Management
Speakers
Shane Battier
2x NBA Champion, Philanthropist, Investor
Bill McNabb
Former Chairman and CEO, Vanguard
Steve Lockshin
Founder, Vanilla
Lisa Westermark, ChFC®
Senior Vice President & Co-Founder, Beverly Hills Private Wealth
Derek Wittjohann CPWA®, CFP®
Chief Operating Officer, Partner, Premier Path Wealth Partners
Kevin Donovan JD
Partner, Founder, The Art of Planning
Rick Holman JD, CFP®, CLU®
Vice President and Senior Estate Planner, Baird – Private Wealth Management
Apr 24, 2024
90 minutes
Legacy Now packs an entire summit’s worth of thought-leadership content into just 1.5 hours — you’ll come away with high-impact, actionable insights for your firm and an exclusive look at Vanilla’s product roadmap.
Tune in on-demand to hear three different panels with subject matter experts, highlighting key learnings in different arenas of finance and estate planning, including:
- Panel 1: Innovative approaches to opening doors to new and 2nd-gen clients
- Panel 2: Scaling estate planning to every advisor in the org
- Panel 3: How T&E attorneys are ramping up for the 2026 exemption sunset
- Keynote: Building a Legacy with 2x NBA champion Shane Battier and his advisor, Steve Lockshin
You’ll hear from leading voices in the industry who will provide best practices gleaned from real-world experience. Plus, you’ll get an insider’s look at what’s new with the Vanilla estate advisory platform — and what’s on the horizon. Featuring Vanilla CEO Gene Farrell, former Vanguard CEO Bill McNabb, and many more.
Ready to get started?