Legacy Now Fall 2023
Watch the on-demand recording where Gene Farrell and special guests provide updates on the Vanilla Estate Advisory Platform.
Speakers
Gene Farrell
CEO, Vanilla
Steve Lockshin
Founder, Vanilla
Alex Shapses
Partner & Head of Planning, Summit Trail Advisors
Dana Foley
Founder & Partner, Accelerant Law
Watch On Demand
Speakers
Gene Farrell
CEO, Vanilla
Steve Lockshin
Founder, Vanilla
Alex Shapses
Partner & Head of Planning, Summit Trail Advisors
Dana Foley
Founder & Partner, Accelerant Law
Welcome back to Legacy Now.
On Oct 19th we shared the latest innovation and enhancements to the Vanilla Estate Advisory Platform. Together with our customers, we are redefining how financial advisors, wealth planners, attorneys and their clients approach one of the most important parts of each clients’ lives: their legacy.
In this virtual launch event:
- Vanilla CEO Gene Farrell shares our view on the future of estate planning and advisory.
- We discussed the role technology and AI will play in transforming estate planning.
- Special guests discussed how they are preparing for the 2026 Exemption Sunset.
- Product experts presented the new Vanilla platform and how you can use it to deepen relationships, expand share of wallet and win more clients.
You can access the on-demand recording by submitting your information above.