Vanilla Webinars and Videos

Vanilla

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Oct 30, 2024

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.

Vanilla

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Oct 30, 2024

Vanilla CEO Gene Farrell walks us through the future vision of Vanilla and estate advisory technology.

Madison Eubanks

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Oct 01, 2024

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

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

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...

Vanilla

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May 29, 2024

For wealth management firms of all shapes and sizes, offering estate planning services for your clients is a proven way to grow your business and build long-term relationships.  Often, advisors are in the perfect position to initiate estate planning conversations, but lack the knowledge, confidence, or resources to do so.  In this on-demand webinar, planners share how they enable and empower advisors to initiate estate planning conversations with clients, including:  Providing educational resources and learning opportunities Optimizing certain internal systems for better efficiency and scalability Implementing technology that supports advisors, clients, and the entire firm

Vanilla

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May 29, 2024

In a crowded marketplace, how can small firms stand out among the competition? Wealthstone Private Wealth Management has cracked the code.  Watch on-demand to hear from Zak Gardezy, CFP, on how he uses sophisticated estate advisory practices to delight his high net-worth client base and build lasting relationships at Wealthstone. This interview-style webinar will dive into:  Best practices for bringing estate planning to high net-worth clients The key Vanilla features Wealthstone leverages day-to-day Why offering estate planning is an effective way to differentiate your firm

Vanilla

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May 29, 2024

As a financial advisor, you don’t need to know how to draft legal documents like trusts and wills yourself – but understanding the basics of how they work and flags to look out for is important. This foundational understanding can enable you to add huge value for your clients. In this webinar, you’ll learn: the building blocks of quality estate planning documents the role templated docs can play in modern estate planning how Vanilla document builder can deliver clients top-notch, flexible trusts and more Prior to founding Accelerant Law, Dana practiced in the Trusts & Estates and Private Client Services...

Vanilla

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May 29, 2024

At the most basic level, the Generation Skipping Transfer Tax (GSTT) is a federal tax that applies to transfers of property or wealth that skip a generation. But who, exactly, does this tax apply to, and why does it exist at all? In this webinar, Jenny Raess and Patrick Carlson, members of Vanilla’s Product Counsel, host an educational, CE-eligible session on what advisors need to know about the GSTT, how it might affect clients, and to approach the tax in estate planning. They’ll be joined by Boyd Butler, Principal Product Manager, who will show how Vanilla determines GSTT liability and...