Legacy Now Spring 2024
On-demand: Watch Legacy Now, the premier virtual estate planning event for advisors, attorneys, and planners, hosted by Vanilla.
![](https://www.justvanilla.com/wp-content/uploads/2024/03/Webinar-Hero-Image-10-2048x1072.jpg)
Speakers
![](https://www.justvanilla.com/wp-content/uploads/2024/04/Group-11937.png)
Shane Battier
2x NBA Champion, Philanthropist, Investor
![](https://www.justvanilla.com/wp-content/uploads/2023/04/Gene-Farrell-400x400-1.png)
Gene Farrell
CEO, Vanilla
![](https://www.justvanilla.com/wp-content/uploads/2024/03/Bill-McNabb_NEW_640x640.jpeg)
Bill McNabb
Former Chairman and CEO, Vanguard
![](https://www.justvanilla.com/wp-content/uploads/2023/04/Steve-Lockshin-400x400-1.png)
Steve Lockshin
Founder, Vanilla
![](https://www.justvanilla.com/wp-content/uploads/2024/03/HolmanRick_fb300-e1711549879618.jpg)
Rick Holman JD, CFP®, CLU®
Vice President and Senior Estate Planner, Baird – Private Wealth Management
![](https://www.justvanilla.com/wp-content/uploads/2024/03/Derek-Wittjohann-1-1-1-2048x2048.jpg)
Derek Wittjohann CPWA®, CFP®
Chief Operating Officer, Partner, Premier Path Wealth Partners
![](https://www.justvanilla.com/wp-content/uploads/2024/04/Lisa-Westermark.jpeg)
Lisa Westermark, ChFC®
Senior Vice President & Co-Founder, Beverly Hills Private Wealth
![](https://www.justvanilla.com/wp-content/uploads/2024/04/Kevin-Donovan.jpeg)
Kevin Donovan JD
Partner, Founder, The Art of Planning
Watch On-Demand
Speakers
![](https://www.justvanilla.com/wp-content/uploads/2024/04/Group-11937.png)
Shane Battier
2x NBA Champion, Philanthropist, Investor
![](https://www.justvanilla.com/wp-content/uploads/2023/04/Gene-Farrell-400x400-1.png)
Gene Farrell
CEO, Vanilla
![](https://www.justvanilla.com/wp-content/uploads/2024/03/Bill-McNabb_NEW_640x640.jpeg)
Bill McNabb
Former Chairman and CEO, Vanguard
![](https://www.justvanilla.com/wp-content/uploads/2023/04/Steve-Lockshin-400x400-1.png)
Steve Lockshin
Founder, Vanilla
![](https://www.justvanilla.com/wp-content/uploads/2024/03/HolmanRick_fb300-e1711549879618.jpg)
Rick Holman JD, CFP®, CLU®
Vice President and Senior Estate Planner, Baird – Private Wealth Management
![](https://www.justvanilla.com/wp-content/uploads/2024/03/Derek-Wittjohann-1-1-1-2048x2048.jpg)
Derek Wittjohann CPWA®, CFP®
Chief Operating Officer, Partner, Premier Path Wealth Partners
![](https://www.justvanilla.com/wp-content/uploads/2024/04/Lisa-Westermark.jpeg)
Lisa Westermark, ChFC®
Senior Vice President & Co-Founder, Beverly Hills Private Wealth
![](https://www.justvanilla.com/wp-content/uploads/2024/04/Kevin-Donovan.jpeg)
Kevin Donovan JD
Partner, Founder, The Art of Planning
This Spring’s Legacy Now packed an entire summit’s worth of thought-leadership content into just 1.5 hours — so you’ll come away with high-impact, actionable insights.
For the first time, we showcased a variety of 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.