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.

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