Scaling Estate Planning to Every Advisor in the Org
Speakers
![](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
![Jim Sinai](https://www.justvanilla.com/wp-content/uploads/2023/08/JimSinaicircle.webp)
Jim Sinai
Chief Marketing Officer, Vanilla
Speakers
![](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
![Jim Sinai](https://www.justvanilla.com/wp-content/uploads/2023/08/JimSinaicircle.webp)
Jim Sinai
Chief Marketing Officer, Vanilla
A panel discussion with Baird – Private Wealth Management VP and senior estate planner Rick Holman on scaling planning at your firm.
Ready to get started?