Vanilla
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Apr 24, 2025
Critical Estate Planning Mistakes Costing Your Clients (and Your Advisory Firm)
In today’s complex financial landscape, estate planning errors don’t just damage client legacies—they can permanently sever advisor relationships. With research showing that over 70% of assets transfer away from the original advisor after the death of a primary client, the stakes couldn’t be higher for your practice. Join us for an essential conversation with Patti Brennan, CFP®, CFS, CEO of Key Financial, Inc., and author of Am I Going to Be Okay?, as she partners with Sarah Marriott to reveal the most damaging estate planning pitfalls threatening your clients’ wealth and your firm’s future. In this practice-changing webinar, you’ll discover: Top...
Vanilla
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Apr 16, 2025
Helping Clients Navigate Market Volatility
As advisors well know, periods of market volatility can elicit anxiety, frustration, and lots of questions from clients. These moments of instability are the time for advisors to lean in, calmly and confidently helping clients navigate through uncertainty. Rather than hunkering down to wait out the storm, savvy advisors can pivot to other planning opportunities during times like these. In this webinar, Vanilla’s experts will draw on their years of industry experience to share tips for navigating market volatility, like: Think about asset protection Focus on the long-term planning goals Look beyond investing to more holistic planning Optimize tax efficiency...
Vanilla
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Mar 11, 2025
6 Steps to Get Started with Estate Planning
More and more clients are seeking holistic financial planning from their advisors, rather than just investment advice. According to Vanilla’s 2025 State of Estate Planning survey, 8 in 10 people expect estate planning to be incorporated into their financial advisor’s offerings in some way. The data plainly shows that advisors who want to remain competitive need to offer estate planning—but getting started can seem daunting. In this webinar, Vanilla’s experts will dive into practical, bite-sized ways advisors can begin to fold estate planning into their firm’s services. They’ll discuss topics and considerations like: How to determine the scope of estate...
Vanilla
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Feb 11, 2025
Key Trends from the 2025 State of Estate Planning Report and How Advisors...
As the wealth management industry evolves, client expectations around advisory services are shifting, particularly regarding cost transparency, technology, and advisor performance. As clients seek a more integrated approach to financial planning, it becomes clear that the role of the advisor is expanding beyond investment management. Advisors who can offer value-driven services, including holistic estate planning with clear fee structures, will be better positioned to meet the needs of today’s more discerning clients. In this webinar, we’ll walk through some of the key findings from our survey of 1,000 consumers on the state of estate planning in 2025, with commentary and...
Vanilla
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Oct 30, 2024
Vanilla Academy Live 2024: Advisor Panel Discussion
FMB Wealth Management’s Grant Blindbury, CFP® and John D’Anna, CFP® of Hirtle, Callaghan & Co., share their first-hand insights on using Vanilla day to day. Hear how these cutting-edge firms are using Vanilla to simplify the estate planning process, drive loyalty with a modernized experience, offer more holistic financial advice, and more.
Madison Eubanks
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Oct 01, 2024
Gifting & Charitable Strategies
In estate planning, gifting and charitable funds can serve many purposes: not only are they a way to impart assets to beneficiaries like charities and family members, they can also be mechanisms for reducing income and estate taxes for the giver. In this webinar with Vanilla and UI Charitable Advisors, you’ll learn approaches to charitable giving, non-charitable gifting, Donor Advised Funds, annuities and more that allow clients to meet their tax and planning goals while benefiting their chosen people and causes. Topics covered in the webinar include: The different types of charitable strategies, and the benefits of incorporating them in...
Vanilla
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Sep 17, 2024
Deep Dive on Revocable Trusts and Sub-Trusts for Estate Planning
In this webinar, hosted by Erica Ellis, Vanilla Product Counsel, advisors will learn the key components of revocable trusts. The session will focus primarily on sub-trusts and how they can be used to address the needs of a client and their particular estate planning goals. Sub-trusts can provide a range of benefits including creditor protection or protection from divorcing spouses, post-death management of assets, multi-generational legacy creation, and more. You’ll learn: What constitutes a sub-trust, and how they work How sub-trusts can offer benefits like asset protection, tax planning, and more The practicalities of how sub-trusts function in different situations...
Vanilla
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Aug 26, 2024
Getting Personal with AI
AI is shifting how business is done in profound ways, but what does that mean for an industry that historically has placed a premium on personal one-on-one relationships? Will AI dilute the client/advisor connection? Or can it actually help advisors get even more personal and tailored with a larger book of business? We are pleased to bring together three C-suite technology and wealth management leaders to discuss the current landscape of AI and the potential it holds to evolve the industry. They’ll discuss: The current state of AI. What’s actually possible in wealth management today–right here, right now How advisors...
