05/16/2023
10:00 am PST
1 hour

Legacy Now: Introducing the Estate Advisory Platform

A Vanilla launch event! Join us as we introduce the first fully integrated estate advisory platform for wealth advisors.

Speakers

Gene Farrell

CEO, Vanilla

Steve Lockshin

Founder, Vanilla

Bob Oros

Chairman and CEO, Hightower

Watch On Demand

Speakers

Gene Farrell

CEO, Vanilla

Steve Lockshin

Founder, Vanilla

Bob Oros

Chairman and CEO, Hightower

With your help, we are about to completely reshape how estate planning is done. On May 16th we unveiled Vanilla’s new Estate Advisory Platform, which reimagines how financial advisors, attorneys and their clients approach one of the most important parts of their lives: their legacy. 

In this live, virtual launch event:

  • Vanilla CEO Gene Farrell will outline a new vision for estate planning and the role technology will play
  • Hightower Chairman and CEO Bob Oros will speak with Vanilla Co-Founder Steve Lockshin on the changing role of advisors in estate planning
  • Product experts will showcase the new Vanilla platform and how you can use it to deepen relationships, expand share of wallet and win more clients