09/05/2024
11:00 am PDT
1 hour
GSTT Office Hours
Join us for an interactive Q&A session on using the Generation Skipping Transfer Tax feature in Vanilla with Principal Product Manager Boyd Butler.
Speakers
Jennifer Raess, JD, CFP®, CLU®
Product Counsel
Patrick Carlson
Product Counsel, Vanilla
Boyd Butler
Principal Product Manager
Register
Speakers
Jennifer Raess, JD, CFP®, CLU®
Product Counsel
Patrick Carlson
Product Counsel, Vanilla
Boyd Butler
Principal Product Manager
Join our product management and product counsel teams for a deep dive on the new GSTT features in Vanilla. See a demo, get your questions answered, and learn how to best use Vanilla for your GSTT planning.
*This event is limited to Vanilla customers only.