The Impact of Planning: Introducing Vanilla Scenarios
Illustrate the potential impact of advanced planning strategies for clients with Vanilla’s newest feature launching soon.
Speakers
Rachel Pettis
Product Marketing, Vanilla
Patrick Carlson
Product Counsel, Vanilla
David Work
Managing Director – Estate and Financial Planning Group, Hightower Advisors
Doug Rybacki
Chief Product Officer, Vanilla
Watch On Demand
Speakers
Rachel Pettis
Product Marketing, Vanilla
Patrick Carlson
Product Counsel, Vanilla
David Work
Managing Director – Estate and Financial Planning Group, Hightower Advisors
Doug Rybacki
Chief Product Officer, Vanilla
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 their clients.