Vanilla
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Apr 29, 2024
Estate Planning for Multi-Family Offices
Serving and scaling HNW families comes with an array of challenges. When it comes to organizing and presenting the families entire wealth with an integrated estate plan, MFOs need a better way. Join Gary Hirschberg, CEO of Aaron Wealth Advisors, and Jim Sinai, CMO of Vanilla, as they discuss how MFOs can guide clients through estate planning. Their conversation will touch best practices for handling some of the key challenges modern MFOs face, including: Organizing complex data: Bringing together various types of family, financial, and estate information and keeping it up to date Distilling information for clients: Providing a digestible summary...
Vanilla
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Mar 19, 2024
Legacy Now Spring 2024
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...
Vanilla
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Mar 12, 2024
Inside the 2024 Estate Planning Playbook & AMA with Steve Lockshin
Estate planning is an essential pillar of holistic financial advice — but the complexity of it can feel daunting to many advisors. In this webinar, we take you step-by-step through how to incorporate estate planning into your practice, using top advisor Steve Lockshin’s own playbook. And we delve into new developments in 2024 you’ll want to keep an eye on as you strategize. In this webinar, you’ll also see an exclusive Q&A session with two industry leaders: Steve Lockshin, co-founder of Vanilla and AdvicePeriod, and Arielle Lederman, a senior wealth advisor, strategist, and former estate attorney. You’ll come away with: ...
Vanilla
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Feb 21, 2024
The Impact of Planning: Introducing Vanilla Scenarios
With Vanilla’s newest planning feature, Scenarios, advisors can visualize a client’s estate plan today and model future outcomes. Join this webinar to learn how to: Utilize the new Projections feature to create a base case showing changes in wealth at specific points in time Conduct what-if analyses and stack different planning strategies together with Scenarios to achieve client goals Visualize tax mitigation strategies and call out unwanted liability situations Have richer conversations about your clients’ futures and make meaningful planning improvements Plus, you’ll hear from Hightower why advanced planning is integral for advisors and planners to offer more value to...
Vanilla
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Feb 01, 2024
How to Choose the Right Estate Planning Software for Your Firm
In this webinar, you’ll get an expert POV from Erin Hulse, the CEO of Deviate Consulting, which specializes in helping firms select software and implement it into their systems. She’ll take you through step-by-step how to evaluate estate planning software, including your firm’s specific needs, security, integrations, scalability, and more. You’ll also hear from Brittany Brown, senior associate at Summit Trail Advisors, who recently went through a rigorous process of estate planning software evaluation in preparation for her firm’s purchase decision. Be sure to download the Buyer’s Guide to Estate Planning Software as well, which we will be referencing throughout...
